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
$217M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$24.2M
3
+$19.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.05%
2 Financials 3.13%
3 Healthcare 2.75%
4 Industrials 2.01%
5 Energy 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.1M 22.13%
+299,061
2
$24.2M 11.11%
+150,602
3
$19.3M 8.89%
+180,211
4
$12M 5.51%
+518,555
5
$9.78M 4.5%
+170,682
6
$8.85M 4.07%
+195,904
7
$7.04M 3.24%
+382,448
8
$5.36M 2.46%
+313,742
9
$5.11M 2.35%
+59,457
10
$5.09M 2.34%
+44,811
11
$4.8M 2.21%
+57,244
12
$4.74M 2.18%
+168,592
13
$4.19M 1.93%
+108,884
14
$2.64M 1.22%
+55,505
15
$2.63M 1.21%
+34,581
16
$2.38M 1.09%
+42,123
17
$2.27M 1.04%
+160,160
18
$1.92M 0.88%
+50,973
19
$1.9M 0.88%
+20,947
20
$1.85M 0.85%
+76,449
21
$1.85M 0.85%
+26,899
22
$1.75M 0.81%
+50,742
23
$1.75M 0.81%
+15,652
24
$1.73M 0.79%
+71,005
25
$1.62M 0.74%
+49,800
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