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
$289M
AUM Growth
-$497K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$5.21M
3
+$4.11M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.26M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.58M

Top Sells

1
+$15.4M
2
+$7.82M
3
+$7.25M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M

Sector Composition

1 Technology 3.49%
2 Healthcare 2.66%
3 Financials 2.51%
4 Industrials 2.08%
5 Energy 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-30,903
77
– –
-13,558
78
– –
-11,631
79
– –
-1,752
80
– –
-13,896
81
– –
-88,221
82
– –
-91,915
83
– –
-21,391
1 2 3
4