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
$119M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$420K
3
+$269K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$251K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$205K

Top Sells

1
+$181K
2
+$42.7K

Sector Composition

1 Technology 0.24%
2 Healthcare 0.24%
3 Consumer Staples 0.23%
4 Industrials 0.19%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$350K 0.29%
7,855
+321
27
$347K 0.29%
5,195
28
$318K 0.27%
4,444
29
$315K 0.27%
5,704
+9
30
$303K 0.26%
2,902
+89
31
$269K 0.23%
+10,962
32
$234K 0.2%
5,260
33
$228K 0.19%
1,653
34
$224K 0.19%
6,959
+1,406
35
$223K 0.19%
913
36
$213K 0.18%
2,984
37
$213K 0.18%
2,271
38
$199K 0.17%
1,807
39
$197K 0.17%
1,055
+4
40
$157K 0.13%
5,824
+4,834
41
$148K 0.12%
1,440
42
$128K 0.11%
444
43
$111K 0.09%
811
44
$98.3K 0.08%
+437
45
$95.1K 0.08%
340
46
$94.4K 0.08%
2,820
47
$88K 0.07%
+3,060
48
$87.1K 0.07%
1,000
49
$86.2K 0.07%
300
50
$82K 0.07%
748
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