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
$586M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$16.6M
3
+$11.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.47M

Top Sells

1
+$22.5M
2
+$16.5M
3
+$13.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.61M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.41M

Sector Composition

1 Healthcare 5.8%
2 Financials 4.59%
3 Technology 4.35%
4 Industrials 3.2%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$895K 0.15%
12,823
-500
77
$887K 0.15%
15,881
-1,893
78
$877K 0.15%
25,518
-1,678
79
$858K 0.15%
10,179
-5,900
80
$845K 0.14%
5,821
-2,656
81
$810K 0.14%
23,400
-400
82
$806K 0.14%
9,047
+1,066
83
$806K 0.14%
11,874
-55
84
$774K 0.13%
10,793
-1,451
85
$745K 0.13%
13,907
-28,952
86
$705K 0.12%
8,470
-487
87
$658K 0.11%
4,430
-16,880
88
$618K 0.11%
12,598
-2,200
89
$606K 0.1%
10,602
-200
90
$599K 0.1%
4,735
-46,996
91
$588K 0.1%
6,672
-45
92
$583K 0.1%
5,719
+612
93
$576K 0.1%
8,412
-882
94
$553K 0.09%
4,593
-1
95
$543K 0.09%
19,994
-5,704
96
$538K 0.09%
3,672
-601
97
$522K 0.09%
9,600
98
$504K 0.09%
17,339
-3,475
99
$489K 0.08%
11,649
-2,287
100
$480K 0.08%
+9,668
2 3
4
5 6