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
$487M
AUM Growth
-$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.7M
3
+$9.64M
4
IYR icon
iShares US Real Estate ETF
IYR
+$6.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M

Top Sells

1
+$28M
2
+$11.1M
3
+$10.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$9.82M

Sector Composition

1 Technology 3%
2 Healthcare 2.84%
3 Financials 2.35%
4 Energy 1%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.4%
68,646
+1,422
52
$1.9M 0.39%
+25,235
53
$1.89M 0.39%
11,800
-103
54
$1.87M 0.38%
121,287
+66,674
55
$1.68M 0.34%
63,928
-112,576
56
$1.43M 0.29%
13,938
-166
57
$1.39M 0.29%
11,173
-89,483
58
$1.39M 0.28%
22,301
+357
59
$1.28M 0.26%
10,786
+843
60
$1.26M 0.26%
12,013
+74
61
$1.14M 0.23%
+13,640
62
$1.12M 0.23%
20,725
-43,428
63
$1.1M 0.23%
+20,033
64
$1.01M 0.21%
24,837
65
$1.01M 0.21%
+24,438
66
$845K 0.17%
10,810
+3
67
$805K 0.17%
9,654
-2,864
68
$684K 0.14%
17,628
-241
69
$632K 0.13%
1,400
70
$623K 0.13%
12,583
-4,908
71
$557K 0.11%
4,903
72
$485K 0.1%
11,535
73
$473K 0.1%
11,586
+12
74
$410K 0.08%
11,500
75
$367K 0.08%
4,316
-195
1 2
3
4 5