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
$487M
AUM Growth
-$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.7M
3
+$9.64M
4
IYR icon
iShares US Real Estate ETF
IYR
+$6.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M

Top Sells

1
+$28M
2
+$11.1M
3
+$10.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$9.82M

Sector Composition

1 Technology 3%
2 Healthcare 2.84%
3 Financials 2.35%
4 Energy 1%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.07%
6,232
-82
77
$281K 0.06%
12,292
+196
78
$273K 0.06%
5,899
79
$259K 0.05%
5,115
80
$240K 0.05%
2,038
-2,321
81
$237K 0.05%
13,000
82
$237K 0.05%
2,244
-102,641
83
$228K 0.05%
+2,122
84
$226K 0.05%
5,568
85
$221K 0.05%
2,817
86
$211K 0.04%
5,407
87
– –
-3,500
88
– –
-20,559
89
– –
-13,796
90
– –
-9,532
91
– –
-23,392
92
– –
-106,651
93
– –
-14,941
94
– –
-44,951
95
– –
-26,735
96
– –
-29,507
97
– –
-3,107
98
– –
-11,485
99
– –
-160,309
100
– –
-14,463
1 2 3
4
5