Bromfield Sneider Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$332K |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$223K |
| 3 |
Lowe's Companies
LOW
|
+$178K |
| 4 |
Visa
V
|
+$176K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$164K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$741K |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$375K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.71% |
| 2 | Healthcare | 0.67% |
| 3 | Financials | 0.53% |
| 4 | Consumer Staples | 0.47% |
| 5 | Consumer Discretionary | 0.47% |
Similar funds
Bromfield Sneider Wealth Advisors's Q1 2022 Portfolio in Review
As of Q1 2022, Bromfield Sneider Wealth Advisors held 106 positions worth $95.3M, down 2.8% from $98M the previous quarter. Its ten largest holdings account for 88% of the portfolio.
Bromfield Sneider Wealth Advisors deployed $4.51M of net new capital in Q1 2022, opening 79 new positions and adding to 15 existing holdings. Its largest new stake was Microsoft: 1,102 shares worth $340K.
By sector, the portfolio is most concentrated in Technology at 0.71% of assets, followed by Healthcare and Financials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $741K trimmed.
- Bromfield Sneider Wealth Advisors's largest Q1 2022 buy was Microsoft: 1,102 shares worth $340K.
- Bromfield Sneider Wealth Advisors added most to Vanguard Short-Term Corporate Bond ETF in Q1 2022, an estimated $70.1K increase.
- Bromfield Sneider Wealth Advisors's biggest Q1 2022 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $741K.
- Bromfield Sneider Wealth Advisors's ten largest holdings make up 88% of its $95.3M portfolio in Q1 2022.
- Bromfield Sneider Wealth Advisors opened 79 new positions and closed 0 in Q1 2022.
- Bromfield Sneider Wealth Advisors's portfolio value fell 2.8% quarter-over-quarter to $95.3M.
Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.