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BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
+7.47%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98M
AUM Growth
–
Cap. Flow
+$96.4M
Cap. Flow %
98.37%
Top 10 Hldgs %
93.77%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$31.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$28M
3
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$15.5M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.45M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.32M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWC icon
26
iShares Micro-Cap ETF
IWC
$1.47B
$240K 0.24%
+1,716
New +$249K
IJS icon
27
iShares S&P Small-Cap 600 Value ETF
IJS
$8.06B
$237K 0.24%
+2,271
New +$238K
1
2

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