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
77
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-4,017
78
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-7,648
79
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-6,719
80
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-43,408
81
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-16,855
82
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-46,204
83
– –
-4,577
84
– –
-2,855
85
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-22,273
86
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-28,131
87
– –
-43,305
88
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-45,355
1 2 3
4