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
$290M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.04M
3
+$7.25M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.8M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.63M

Top Sells

1
+$1.85M
2
+$1.61M
3
+$1.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$805K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$427K

Sector Composition

1 Technology 3.53%
2 Healthcare 2.82%
3 Financials 2.8%
4 Industrials 1.65%
5 Energy 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.7M 17.15%
294,295
-4,766
2
$31.9M 10.99%
297,114
+116,903
3
$27.7M 9.58%
165,157
+14,555
4
$12.8M 4.43%
517,460
-1,095
5
$11.6M 3.99%
181,188
+10,506
6
$10.3M 3.55%
206,188
+10,284
7
$10M 3.46%
110,522
+51,065
8
$9.57M 3.3%
114,790
+57,546
9
$8.04M 2.77%
+325,711
10
$7.72M 2.67%
392,132
+9,684
11
$7.26M 2.5%
410,269
+96,527
12
$7.25M 2.5%
+91,915
13
$5.09M 1.76%
44,857
+46
14
$4.96M 1.71%
170,080
+1,488
15
$4.71M 1.63%
115,703
+6,819
16
$4.22M 1.46%
+77,476
17
$3.98M 1.37%
43,455
+22,508
18
$3.15M 1.09%
+88,221
19
$2.89M 1%
169,764
+9,604
20
$2.87M 0.99%
47,355
+5,232
21
$2.47M 0.85%
33,831
-750
22
$2.4M 0.83%
22,562
+13,429
23
$2.38M 0.82%
47,068
-8,437
24
$2.27M 0.78%
98,989
+22,540
25
$2.13M 0.73%
+17,810
1
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