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
$290M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.04M
3
+$7.25M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.8M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.63M

Top Sells

1
+$1.85M
2
+$1.61M
3
+$1.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$805K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$427K

Sector Composition

1 Technology 3.53%
2 Healthcare 2.82%
3 Financials 2.8%
4 Industrials 1.65%
5 Energy 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.38%
+32,071
52
$1.01M 0.35%
18,592
+4,551
53
$970K 0.33%
21,391
-3,192
54
$938K 0.32%
11,522
+1,213
55
$882K 0.3%
10,172
+487
56
$838K 0.29%
25,258
+4,953
57
$813K 0.28%
+11,631
58
$808K 0.28%
9,684
+916
59
$783K 0.27%
19,774
+1,978
60
$708K 0.24%
28,716
+5,034
61
$700K 0.24%
+5,463
62
$690K 0.24%
10,007
+2,267
63
$653K 0.23%
30,903
-8,413
64
$576K 0.2%
+13,896
65
$574K 0.2%
13,877
+275
66
$438K 0.15%
1,400
67
$395K 0.14%
10,652
+2,500
68
$393K 0.14%
3,494
-12,158
69
$370K 0.13%
4,225
-85
70
$356K 0.12%
11,585
71
$339K 0.12%
+13,558
72
$310K 0.11%
+1,752
73
$308K 0.11%
+7,500
74
$302K 0.1%
8,069
-42,904
75
$293K 0.1%
5,669
+1,356
1 2
3
4