BWM

Braver Wealth Management Portfolio holdings

AUM $616M
1-Year Est. Return 12.48%
This Fund
S&P 500
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
+$18.6M
2
+$13M
3
+$11.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.46M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$6.38M

Top Sells

1
+$6.23M
2
+$4.67M
3
+$2.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.74M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M

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
– –
-16,855
78
– –
-46,204
79
– –
-4,577
80
– –
-4,017
81
– –
-7,648
82
– –
-6,719
83
– –
-43,408
84
– –
-2,855
85
– –
-22,273
86
– –
-28,131
87
– –
-86,610
88
– –
-45,355
1 2 3
4