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
$488M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$18.6M
3
+$18M
4
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$12.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.2M

Top Sells

1
+$13.9M
2
+$8.73M
3
+$7.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.85M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.88M

Sector Composition

1 Technology 3.11%
2 Healthcare 2.88%
3 Financials 1.35%
4 Energy 1.12%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.06%
12,096
77
$266K 0.05%
5,899
+199
78
$259K 0.05%
+5,115
79
$252K 0.05%
+3,107
80
$239K 0.05%
13,000
-558
81
$214K 0.04%
2,330
+99
82
$213K 0.04%
+3,500
83
$210K 0.04%
+5,407
84
$202K 0.04%
2,817
+200
85
– –
-81,173
86
– –
-8,570
87
– –
-139,183
88
– –
-7,891
89
– –
-2,426
90
– –
-37,616
91
– –
-3,124
92
– –
-30,061
93
– –
-31,418
94
– –
-9,109
95
– –
-32,591
1 2 3
4