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
101
$441K 0.08%
6,000
-1,333
102
$433K 0.07%
4,842
-1,320
103
$428K 0.07%
7,036
-401
104
$415K 0.07%
11,780
-83
105
$407K 0.07%
7,800
106
$396K 0.07%
7,177
+5
107
$388K 0.07%
12,000
108
$376K 0.06%
6,834
-3,219
109
$374K 0.06%
3,569
-1,407
110
$373K 0.06%
2,579
-600
111
$362K 0.06%
7,155
+213
112
$360K 0.06%
+13,000
113
$341K 0.06%
3,025
114
$328K 0.06%
3,224
-923
115
$323K 0.06%
3,703
116
$320K 0.05%
15,949
-400
117
$299K 0.05%
2,492
118
$295K 0.05%
5,342
-1,255
119
$277K 0.05%
4,972
-30
120
$270K 0.05%
6,360
-940
121
$264K 0.05%
1,064
-364
122
$259K 0.04%
5,170
-854
123
$256K 0.04%
3,756
-30,303
124
$255K 0.04%
+14,382
125
$252K 0.04%
6,488
3 4
5
6 7