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
$332M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.85M
3
+$5.54M
4
RTX icon
RTX Corp
RTX
+$1.59M
5
QCOM icon
Qualcomm
QCOM
+$1.49M

Top Sells

1
+$13.3M
2
+$13.1M
3
+$7.49M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.84M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$6.49M

Sector Composition

1 Technology 3.58%
2 Healthcare 3.11%
3 Financials 1.48%
4 Industrials 1.42%
5 Energy 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.32%
19,320
-6
52
$1.06M 0.32%
11,650
-3,839
53
$1.05M 0.32%
11,522
-71
54
$1.02M 0.31%
+29,736
55
$977K 0.29%
8,190
+146
56
$877K 0.26%
11,013
-87
57
$835K 0.25%
10,187
-2,387
58
$768K 0.23%
11,273
+113
59
$754K 0.23%
10,063
+8
60
$731K 0.22%
6,686
-121,508
61
$474K 0.14%
11,912
+53
62
$438K 0.13%
11,559
+13
63
$339K 0.1%
3,604
-6,967
64
$329K 0.1%
7,500
65
$316K 0.1%
3,124
-464
66
$290K 0.09%
13,558
67
$283K 0.09%
5,015
-111
68
$283K 0.09%
12,096
-894
69
$272K 0.08%
2,426
-315
70
$254K 0.08%
8,570
71
$237K 0.07%
5,700
-16,743
72
$236K 0.07%
2,231
73
$216K 0.07%
5,652
74
$213K 0.06%
2,617
-246
75
$210K 0.06%
7,891
1 2
3
4