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
$84.6M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.58M
3
+$1.34M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$178K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$129K

Top Sells

1
+$31.5K
2
+$31K
3
+$20.8K
4
KEYS icon
Keysight
KEYS
+$18K
5
HPQ icon
HP
HPQ
+$6K

Sector Composition

1 Healthcare 0.34%
2 Technology 0.29%
3 Consumer Staples 0.28%
4 Industrials 0.23%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$267K 0.32%
2,606
+1,255
27
$261K 0.31%
1,920
28
$258K 0.31%
5,647
+2,083
29
$249K 0.29%
4,444
30
$204K 0.24%
5,260
31
$204K 0.24%
1,653
-255
32
$199K 0.24%
5,119
+2,764
33
$188K 0.22%
2,984
34
$187K 0.22%
2,271
35
$184K 0.22%
1,807
36
$181K 0.21%
1,763
+918
37
$170K 0.2%
1,042
+4
38
$161K 0.19%
4,780
39
$130K 0.15%
1,440
40
$105K 0.12%
811
41
$103K 0.12%
444
42
$84K 0.1%
2,820
43
$78K 0.09%
3,429
+15
44
$78K 0.09%
340
45
$75K 0.09%
456
+2
46
$73K 0.09%
1,000
47
$73K 0.09%
907
48
$70K 0.08%
300
49
$69K 0.08%
1,657
50
$65K 0.08%
515
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