BWM

Braver Wealth Management Portfolio holdings

AUM $616M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$24.2M
3
+$19.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.05%
2 Financials 3.13%
3 Healthcare 2.75%
4 Industrials 2.01%
5 Energy 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$708K 0.33%
+20,305
52
$634K 0.29%
+17,796
53
$614K 0.28%
+13,602
54
$588K 0.27%
+23,682
55
$513K 0.24%
+7,740
56
$356K 0.16%
+4,310
57
$354K 0.16%
+11,585
58
$315K 0.14%
+1,400
59
$289K 0.13%
+3,572
60
$268K 0.12%
+4,055
61
$265K 0.12%
+8,152
62
$228K 0.1%
+4,313
63
$218K 0.1%
+7,126
64
$207K 0.1%
+8,168
1 2
3