BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
-17.03%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.2M
AUM Growth
+$82.2M
(-14%)
Cap. Flow
+$3.67M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
85.85%
Holding
119
New
13
Increased
26
Reduced
17
Closed
26
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.07M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.05M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$724K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$373K |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
$369K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$228K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$212K |
| 3 |
Visa
V
|
$180K |
| 4 |
Microsoft
MSFT
|
$169K |
| 5 |
Apple
AAPL
|
$161K |
Sector Composition
| 1 | Healthcare | 0.44% |
| 2 | Technology | 0.33% |
| 3 | Consumer Staples | 0.32% |
| 4 | Industrials | 0.26% |
| 5 | Financials | 0.16% |
