BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
+4.56%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+28%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
17.86%
Top 10 Holdings %
Top 10 Hldgs %
84.92%
Holding
95
New
6
Increased
31
Reduced
3
Closed
1
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.54M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$5.54M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.78M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$380K |
| 5 |
Vanguard Growth ETF
VUG
|
$326K |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$261K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$197K |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$112K |
| 4 |
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% |
