BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
+7.47%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98M
AUM Growth
–
Cap. Flow
+$98M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.77%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$32.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$29M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$15.2M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$5.38M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$4.34M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Micro-Cap ETF
IWC
$898M
| $240K | 0.24% |
+1,716
| New | +$240K |
|
27
iShares S&P Small-Cap 600 Value ETF
IJS
$6.49B
| $237K | 0.24% |
+2,271
| New | +$237K |
|