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
$487M
AUM Growth
-$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.7M
3
+$9.64M
4
IYR icon
iShares US Real Estate ETF
IYR
+$6.96M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M

Top Sells

1
+$28M
2
+$11.1M
3
+$10.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$9.82M

Sector Composition

1 Technology 3%
2 Healthcare 2.84%
3 Financials 2.35%
4 Energy 1%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 21.42%
502,453
-13,728
2
$32.3M 6.62%
1,061,285
+319,230
3
$31.4M 6.45%
152,221
+16,823
4
$18.8M 3.87%
293,603
+1,235
5
$18.1M 3.71%
749,745
-25,476
6
$17.6M 3.61%
173,133
-5,653
7
$15.7M 3.22%
141,071
-251,022
8
$14.8M 3.04%
+97,771
9
$13.8M 2.83%
233,970
-7,716
10
$13.5M 2.77%
117,969
+24,771
11
$12.8M 2.63%
176,906
-12,346
12
$12.8M 2.62%
222,342
-22,608
13
$9.64M 1.98%
+261,590
14
$9.52M 1.95%
195,300
+46,682
15
$9.5M 1.95%
119,755
+87,704
16
$7.79M 1.6%
85,928
-7,139
17
$6.7M 1.38%
167,041
-870
18
$6.35M 1.3%
52,145
-2,914
19
$5.79M 1.19%
186,044
-8,712
20
$5.77M 1.18%
+141,168
21
$5.54M 1.14%
71,410
+67,257
22
$5.29M 1.09%
97,597
+5,011
23
$5.16M 1.06%
243,712
+227,764
24
$5.09M 1.04%
+105,367
25
$4.82M 0.99%
+17,370
1
2 3 4 5