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
$108M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.54M
3
+$4.78M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$380K
5
VUG icon
Vanguard Growth ETF
VUG
+$326K

Top Sells

1
+$261K
2
+$197K
3
+$112K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.15K

Sector Composition

1 Healthcare 0.29%
2 Consumer Staples 0.26%
3 Technology 0.24%
4 Industrials 0.22%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$320K 0.3%
5,195
+19
27
$303K 0.28%
2,813
+11
28
$295K 0.27%
5,695
+48
29
$292K 0.27%
4,444
30
$232K 0.22%
1,653
31
$219K 0.2%
5,260
32
$207K 0.19%
2,271
33
$204K 0.19%
2,984
34
$195K 0.18%
913
-918
35
$195K 0.18%
1,807
36
$183K 0.17%
1,051
+9
37
$169K 0.16%
+5,553
38
$145K 0.13%
1,440
39
$140K 0.13%
+1,810
40
$112K 0.1%
811
41
$106K 0.1%
444
42
$96.1K 0.09%
1,000
43
$94.4K 0.09%
2,820
44
$92.5K 0.09%
300
45
$89.6K 0.08%
340
46
$82.5K 0.08%
748
47
$81K 0.08%
458
+2
48
$79.1K 0.07%
1,657
49
$78.5K 0.07%
3,455
+26
50
$78.1K 0.07%
515
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