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
$289M
AUM Growth
-$497K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$5.21M
3
+$4.11M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.26M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.58M

Top Sells

1
+$15.4M
2
+$7.82M
3
+$7.25M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M

Sector Composition

1 Technology 3.49%
2 Healthcare 2.66%
3 Financials 2.51%
4 Industrials 2.08%
5 Energy 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.35%
14,417
-1,795
52
$1.02M 0.35%
8,359
-9,451
53
$953K 0.33%
7,633
-1,846
54
$893K 0.31%
21,418
+1,644
55
$867K 0.3%
22,626
-2,632
56
$858K 0.3%
9,367
-805
57
$738K 0.26%
28,131
-585
58
$729K 0.25%
10,039
+32
59
$727K 0.25%
12,945
-5,647
60
$618K 0.21%
5,326
-137
61
$409K 0.14%
10,652
62
$406K 0.14%
4,236
+11
63
$385K 0.13%
1,400
64
$373K 0.13%
3,396
-98
65
$324K 0.11%
7,500
66
$306K 0.11%
8,070
+1
67
$302K 0.1%
9,842
-1,743
68
$296K 0.1%
+12,655
69
$276K 0.1%
+8,570
70
$268K 0.09%
4,577
-1,092
71
$243K 0.08%
7,648
-520
72
$215K 0.07%
+2,855
73
$213K 0.07%
+6,719
74
$204K 0.07%
+4,017
75
– –
-13,877
1 2
3
4