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
$586M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$16.6M
3
+$11.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.47M

Top Sells

1
+$22.5M
2
+$16.5M
3
+$13.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.61M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.41M

Sector Composition

1 Healthcare 5.8%
2 Financials 4.59%
3 Technology 4.35%
4 Industrials 3.2%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.21M 0.55%
9,383
-107
52
$3.02M 0.51%
18,104
-12,482
53
$2.98M 0.51%
61,821
-42,107
54
$2.95M 0.5%
82,865
-165
55
$2.92M 0.5%
34,517
-5,617
56
$2.92M 0.5%
29,862
-849
57
$2.83M 0.48%
55,377
-57,467
58
$2.67M 0.46%
+27,936
59
$2.61M 0.45%
35,216
+10,982
60
$2.59M 0.44%
34,813
+15,143
61
$2.59M 0.44%
64,547
-2,259
62
$2.48M 0.42%
39,110
+690
63
$2.38M 0.41%
67,419
-136,751
64
$1.82M 0.31%
31,490
+919
65
$1.8M 0.31%
+25,250
66
$1.75M 0.3%
66,512
+120
67
$1.74M 0.3%
+56,478
68
$1.54M 0.26%
12,409
+336
69
$1.38M 0.24%
14,227
-78,239
70
$1.3M 0.22%
45,349
-733
71
$1.3M 0.22%
11,304
-64,441
72
$1.18M 0.2%
30,677
+1,324
73
$1.06M 0.18%
42,347
-23,087
74
$1.03M 0.18%
9,876
-30,948
75
$911K 0.16%
10,850
-496
1 2
3
4 5