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
$82.2M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.05M
3
+$724K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$373K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$369K

Top Sells

1
+$228K
2
+$212K
3
+$180K
4
MSFT icon
Microsoft
MSFT
+$169K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$251K 0.31%
5,238
27
$238K 0.29%
2,845
+1,196
28
$232K 0.28%
2,227
+510
29
$214K 0.26%
5,260
30
$202K 0.25%
2,271
31
$190K 0.23%
2,984
32
$190K 0.23%
1,807
33
$184K 0.22%
3,564
+1,383
34
$178K 0.22%
1,038
-125
35
$165K 0.2%
+4,780
36
$144K 0.18%
1,351
+1,146
37
$136K 0.17%
1,440
38
$114K 0.14%
444
-658
39
$110K 0.13%
811
40
$95K 0.12%
+2,355
41
$89K 0.11%
+2,820
42
$88K 0.11%
+845
43
$84K 0.1%
340
-245
44
$83K 0.1%
907
-575
45
$82K 0.1%
+3,414
46
$81K 0.1%
454
-473
47
$80K 0.1%
1,000
48
$76K 0.09%
1,657
49
$74K 0.09%
515
-495
50
$72K 0.09%
300
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