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
$403M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$7.85M
3
+$6.52M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$6.2M
5
IYR icon
iShares US Real Estate ETF
IYR
+$5.48M

Top Sells

1
+$16.6M
2
+$8.38M
3
+$8.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.71M

Sector Composition

1 Financials 4.65%
2 Healthcare 4.28%
3 Technology 3.71%
4 Industrials 2.01%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.57%
100,130
+1,747
52
$1.9M 0.47%
74,961
+5,837
53
$1.63M 0.4%
13,478
+2,781
54
$1.58M 0.39%
63,796
-104,012
55
$1.37M 0.34%
12,511
+2,863
56
$1.26M 0.31%
18,298
+4,748
57
$1.11M 0.28%
11,757
-7,214
58
$781K 0.19%
10,818
+4
59
$717K 0.18%
15,017
+4,400
60
$604K 0.15%
17,853
+181
61
$591K 0.15%
7,216
-2,362
62
$481K 0.12%
4,500
-47
63
$478K 0.12%
11,612
+14
64
$348K 0.09%
+3,251
65
$317K 0.08%
15,948
-179,926
66
$295K 0.07%
13,686
-376
67
$291K 0.07%
6,318
+464
68
$289K 0.07%
+5,825
69
$258K 0.06%
9,000
-2,500
70
$239K 0.06%
+9,615
71
$239K 0.06%
4,733
-382
72
$225K 0.06%
2,284
+297
73
$216K 0.05%
2,817
74
$179K 0.04%
13,000
75
– –
-307,222
1 2
3
4