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
$349M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$13.3M
3 +$11.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.4M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$6.43M

Top Sells

1 +$15M
2 +$6.35M
3 +$2.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.92M

Sector Composition

1 Technology 3.05%
2 Healthcare 2.39%
3 Financials 1.76%
4 Industrials 1.33%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$178K 0.05%
11,586
-9,832
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78
-7,648
79
-6,719
80
-43,408
81
-16,855
82
-46,204
83
-4,577
84
-2,855
85
-22,273
86
-28,131
87
-43,305
88
-45,355