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
$290M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.04M
3
+$7.25M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.8M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.63M

Top Sells

1
+$1.85M
2
+$1.61M
3
+$1.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$805K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$427K

Sector Composition

1 Technology 3.53%
2 Healthcare 2.82%
3 Financials 2.8%
4 Industrials 1.65%
5 Energy 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.09%
+3,777
77
$237K 0.08%
8,168
78
– –
-4,055
79
– –
-26,899
80
– –
-7,126
1 2 3
4