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
$411M
AUM Growth
-$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$5.39M
3
+$5.14M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4.05M
5
GILD icon
Gilead Sciences
GILD
+$2.84M

Top Sells

1
+$15.5M
2
+$15.4M
3
+$11.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.5M

Sector Composition

1 Healthcare 3.8%
2 Technology 3%
3 Financials 2.8%
4 Communication Services 1.2%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.06%
5,115
77
$234K 0.06%
4,765
-1,134
78
$233K 0.06%
2,175
-69
79
$231K 0.06%
13,000
80
$227K 0.06%
2,817
81
$218K 0.05%
5,407
82
$213K 0.05%
1,987
-135
83
– –
-121,287
84
– –
-22,301
85
– –
-76,029
86
– –
-12,013
87
– –
-2,330
88
– –
-20,189
89
– –
-52,966
90
– –
-96,170
91
– –
-119,755
92
– –
-2,038
93
– –
-28,376
94
– –
-17,370
95
– –
-35,518
96
– –
-24,438
97
– –
-261,590
1 2 3
4