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
$411M
AUM Growth
-$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$5.39M
3
+$5.14M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4.05M
5
GILD icon
Gilead Sciences
GILD
+$2.84M

Top Sells

1
+$15.5M
2
+$15.4M
3
+$11.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.5M

Sector Composition

1 Healthcare 3.8%
2 Technology 3%
3 Financials 2.8%
4 Communication Services 1.2%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.47%
27,707
+252
52
$1.89M 0.46%
18,971
-154,162
53
$1.48M 0.36%
+16,807
54
$1.44M 0.35%
+53,622
55
$1.36M 0.33%
10,697
-89
56
$1.24M 0.3%
14,884
+10,568
57
$1.22M 0.3%
9,237
-4,701
58
$1.2M 0.29%
9,648
-1,525
59
$1.17M 0.28%
13,550
-90
60
$1.06M 0.26%
+34,285
61
$1.01M 0.24%
24,837
62
$925K 0.23%
+15,237
63
$824K 0.2%
10,814
+4
64
$778K 0.19%
9,578
-76
65
$714K 0.17%
1,400
66
$661K 0.16%
17,672
+44
67
$578K 0.14%
11,046
-9,679
68
$542K 0.13%
10,617
-1,966
69
$512K 0.12%
11,598
+12
70
$511K 0.12%
4,547
-356
71
$443K 0.11%
11,535
72
$402K 0.1%
11,500
73
$319K 0.08%
14,062
+1,770
74
$300K 0.07%
6,518
-53,613
75
$297K 0.07%
5,854
-378
1 2
3
4