BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
This Quarter Return
+2.43%
1 Year Return
+12.48%
3 Year Return
+20.44%
5 Year Return
–
10 Year Return
–
AUM
$487M
AUM Growth
+$487M
(-0.15%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-2.13%
Top 10 Holdings %
Top 10 Hldgs %
57.53%
Holding
101
New
17
Increased
20
Reduced
38
Closed
15
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$14.8M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.7M |
| 3 |
SPDR S&P Homebuilders ETF
XHB
|
$9.64M |
| 4 |
iShares US Real Estate ETF
IYR
|
$6.96M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.77M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$28M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$11.1M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$10.8M |
| 4 |
Invesco QQQ Trust
QQQ
|
$10.8M |
| 5 |
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% |
