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
126
$251K 0.04%
2,384
+99
127
$240K 0.04%
4,034
128
$236K 0.04%
2,634
129
$229K 0.04%
2,819
-17
130
$226K 0.04%
7,005
-3,936
131
$223K 0.04%
4,000
-206
132
$223K 0.04%
2,817
-350
133
$220K 0.04%
1,930
-34
134
$220K 0.04%
4,852
-1,408
135
$203K 0.03%
+7,943
136
$164K 0.03%
13,022
-110,613
137
– –
-24,956
138
– –
-413,160
139
– –
-8,090
140
– –
-2,838
141
– –
-2,611
142
– –
-38,745
143
– –
-3,605
144
– –
-63,393
145
– –
-52,018
146
– –
-1,602
147
– –
-72,124
148
– –
-54,414
149
– –
-102,502
150
– –
-2,687
3 4 5
6
7