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

Top Buys

1 +$14.2M
2 +$9.44M
3 +$9.25M
4
IYR icon
iShares US Real Estate ETF
IYR
+$7.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.74M

Top Sells

1 +$27.9M
2 +$10.8M
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
101
-33,611