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
$403M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$7.85M
3
+$6.52M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$6.2M
5
IYR icon
iShares US Real Estate ETF
IYR
+$5.48M

Top Sells

1
+$16.6M
2
+$8.38M
3
+$8.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.71M

Sector Composition

1 Financials 4.65%
2 Healthcare 4.28%
3 Technology 3.71%
4 Industrials 2.01%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.2M 17.41%
364,182
-86,196
2
$24M 5.95%
139,742
-2,228
3
$22.5M 5.58%
823,195
+110,730
4
$21.5M 5.34%
196,439
+59,480
5
$19.5M 4.83%
339,812
+57,640
6
$15.9M 3.94%
214,069
+105,689
7
$15.2M 3.77%
150,396
+36,543
8
$14.9M 3.71%
302,712
+86,151
9
$13.8M 3.41%
258,106
+31,506
10
$10M 2.49%
186,095
+115,182
11
$9.63M 2.39%
+281,332
12
$7.85M 1.95%
94,258
+14,103
13
$6.71M 1.66%
57,803
+7,518
14
$6.23M 1.55%
122,707
-49,868
15
$6.15M 1.53%
222,952
+51,724
16
$5.49M 1.36%
44,406
+23,633
17
$5.48M 1.36%
+77,299
18
$5.44M 1.35%
110,556
+16,476
19
$5.33M 1.32%
160,488
+18,598
20
$4.99M 1.24%
81,591
+12,491
21
$4.42M 1.1%
134,923
-23,873
22
$4.2M 1.04%
77,264
+16,048
23
$4.14M 1.03%
116,313
+3,000
24
$4.09M 1.02%
216,321
+56,718
25
$4.06M 1.01%
41,331
+17,097
1
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