BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Quarter Est. Return
1 Year Est. Return
+18.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$32.2M
2 +$29M
3 +$15.2M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.38M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.34M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$240K 0.24%
+1,716
27
$237K 0.24%
+2,271