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
$387M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$11.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.31M

Top Sells

1
+$13.6M
2
+$11.7M
3
+$6.71M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.81M

Sector Composition

1 Technology 2.91%
2 Healthcare 2.63%
3 Financials 1.37%
4 Energy 1.37%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.34%
30,314
-686
52
$1.27M 0.33%
9,145
+90
53
$1.24M 0.32%
+47,203
54
$1.17M 0.3%
12,325
+472
55
$1.06M 0.27%
10,571
+6,559
56
$1.05M 0.27%
8,044
+193
57
$1.05M 0.27%
11,593
-177
58
$1.03M 0.27%
12,574
+149
59
$990K 0.26%
7,907
+219
60
$981K 0.25%
9,378
-82
61
$980K 0.25%
19,326
-20,287
62
$946K 0.24%
16,328
-991
63
$918K 0.24%
22,443
-189
64
$915K 0.24%
15,013
-257
65
$837K 0.22%
+11,100
66
$770K 0.2%
10,055
+8
67
$694K 0.18%
11,160
+36
68
$664K 0.17%
+28,734
69
$565K 0.15%
5,126
-200
70
$505K 0.13%
11,859
+273
71
$466K 0.12%
11,546
+13
72
$395K 0.1%
1,400
73
$365K 0.09%
3,588
-659
74
$364K 0.09%
7,500
75
$359K 0.09%
13,558
1 2
3
4