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
$126M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$160K
3
+$142K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$110K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$99.8K

Top Sells

1
+$442K
2
+$356K
3
+$147K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$18K

Sector Composition

1 Technology 0.26%
2 Healthcare 0.24%
3 Consumer Staples 0.22%
4 Industrials 0.19%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$400K 0.32%
9,829
+36
27
$355K 0.28%
5,262
+67
28
$322K 0.26%
5,749
+45
29
$322K 0.26%
4,444
30
$318K 0.25%
2,905
+3
31
$293K 0.23%
11,537
+575
32
$253K 0.2%
5,260
33
$251K 0.2%
914
+1
34
$235K 0.19%
1,653
35
$233K 0.18%
7,086
+127
36
$224K 0.18%
2,984
37
$216K 0.17%
2,271
38
$213K 0.17%
1,058
+3
39
$208K 0.16%
1,807
40
$177K 0.14%
6,463
+639
41
$160K 0.13%
+1,450
42
$154K 0.12%
1,440
43
$151K 0.12%
444
44
$114K 0.09%
811
45
$107K 0.08%
438
+1
46
$101K 0.08%
340
47
$97.3K 0.08%
2,820
48
$95.1K 0.08%
3,070
+10
49
$90.4K 0.07%
1,000
50
$89.9K 0.07%
300
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