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
$387M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$11.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.31M

Top Sells

1
+$13.6M
2
+$11.7M
3
+$6.71M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.81M

Sector Composition

1 Technology 2.91%
2 Healthcare 2.63%
3 Financials 1.37%
4 Energy 1.37%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.6M 17.7%
348,046
-3,850
2
$37.5M 9.67%
191,406
+12,955
3
$31.8M 8.21%
290,935
-34,867
4
$19.5M 5.04%
681,910
+237,480
5
$16.8M 4.33%
245,171
+1,186
6
$15.2M 3.93%
128,194
+108,479
7
$14.1M 3.65%
139,673
-16,578
8
$14.1M 3.64%
706,757
+562,572
9
$13.1M 3.37%
+94,365
10
$7.98M 2.06%
329,612
+242,816
11
$7.88M 2.03%
140,532
-1,044
12
$7.49M 1.93%
301,309
-94,805
13
$6.49M 1.68%
144,153
-8,061
14
$6.31M 1.63%
+254,852
15
$6.08M 1.57%
+122,428
16
$5.48M 1.41%
126,700
-3,110
17
$5.3M 1.37%
44,431
-1,079
18
$5.19M 1.34%
98,023
-2,489
19
$4.85M 1.25%
159,424
-3,922
20
$4.72M 1.22%
78,679
+236
21
$4.38M 1.13%
+16,821
22
$3.98M 1.03%
76,846
+5,622
23
$3.72M 0.96%
160,212
+2,264
24
$3.62M 0.93%
38,564
-45,834
25
$3.29M 0.85%
31,889
-131,554
1
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