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
$349M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$13.3M
3
+$11.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.4M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$6.43M

Top Sells

1
+$15M
2
+$6.35M
3
+$2.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.92M

Sector Composition

1 Technology 3.05%
2 Healthcare 2.39%
3 Financials 1.76%
4 Industrials 1.33%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$953K 0.27%
7,688
-671
52
$934K 0.27%
7,851
+218
53
$929K 0.27%
9,460
+93
54
$879K 0.25%
11,770
-7,625
55
$872K 0.25%
22,632
+6
56
$826K 0.24%
+15,270
57
$739K 0.21%
10,047
+8
58
$708K 0.2%
11,124
-11,326
59
$658K 0.19%
5,326
60
$477K 0.14%
+11,533
61
$420K 0.12%
1,400
62
$414K 0.12%
4,247
+11
63
$392K 0.11%
4,012
-12,866
64
$384K 0.11%
+4,872
65
$347K 0.1%
11,271
+1,429
66
$330K 0.09%
7,961
-109
67
$328K 0.09%
7,500
68
$320K 0.09%
+13,558
69
$315K 0.09%
12,655
70
$302K 0.09%
2,694
-702
71
$283K 0.08%
8,570
72
$220K 0.06%
+2,860
73
$219K 0.06%
+2,231
74
$209K 0.06%
7,891
-46,647
75
$202K 0.06%
5,652
-5,000
1 2
3
4