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
$95.3M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$227K
3
+$180K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$166K
5
JNJ icon
Johnson & Johnson
JNJ
+$164K

Top Sells

1
+$752K
2
+$380K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.67%
3 Financials 0.53%
4 Consumer Staples 0.47%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$231K 0.24%
2,984
27
$227K 0.24%
+3,176
28
$226K 0.24%
1,807
29
$221K 0.23%
1,717
+1
30
$180K 0.19%
+812
31
$166K 0.17%
+1,649
32
$164K 0.17%
+927
33
$161K 0.17%
+920
34
$161K 0.17%
+1,482
35
$158K 0.17%
+1,440
36
$157K 0.16%
+775
37
$154K 0.16%
+1,010
38
$145K 0.15%
+585
39
$131K 0.14%
+811
40
$130K 0.14%
+2,181
41
$129K 0.14%
+790
42
$117K 0.12%
+2,545
43
$114K 0.12%
+1,637
44
$108K 0.11%
+2,872
45
$101K 0.11%
+1,947
46
$98K 0.1%
+1,000
47
$94K 0.1%
+882
48
$94K 0.1%
+1,491
49
$93K 0.1%
+13,050
50
$92K 0.1%
+565
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