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
$488M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$18.6M
3
+$18M
4
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$12.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.2M

Top Sells

1
+$13.9M
2
+$8.73M
3
+$7.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.85M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.88M

Sector Composition

1 Technology 3.11%
2 Healthcare 2.88%
3 Financials 1.35%
4 Energy 1.12%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.28%
14,104
+2,582
52
$1.34M 0.27%
11,939
+3,749
53
$1.33M 0.27%
13,796
+2,783
54
$1.31M 0.27%
23,392
+4,072
55
$1.2M 0.25%
9,943
-2,747
56
$1.11M 0.23%
14,941
-4,999
57
$1.03M 0.21%
12,518
+2,331
58
$1.02M 0.21%
14,463
+3,190
59
$996K 0.2%
+24,837
60
$977K 0.2%
+54,613
61
$852K 0.17%
10,807
+744
62
$817K 0.17%
17,491
-77,781
63
$659K 0.14%
+17,869
64
$557K 0.11%
4,903
-112
65
$505K 0.1%
+4,359
66
$488K 0.1%
+11,535
67
$475K 0.1%
11,485
-18,017
68
$471K 0.1%
11,574
+15
69
$428K 0.09%
11,500
+4,000
70
$417K 0.09%
4,511
+907
71
$374K 0.08%
+1,400
72
$346K 0.07%
15,948
-354,739
73
$329K 0.07%
4,153
-7,497
74
$308K 0.06%
+6,314
75
$285K 0.06%
9,532
-20,204
1 2
3
4