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
$148M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$561K
3
+$453K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$321K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$320K

Top Sells

1
+$665K
2
+$258K
3
+$135K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$125K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$82.4K

Sector Composition

1 Healthcare 0.19%
2 Technology 0.18%
3 Consumer Staples 0.15%
4 Industrials 0.14%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
26
iShares S&P 500 Value ETF
IVE
$47.6B
$560K 0.38%
3,222
DFAI icon
27
Dimensional International Core Equity Market ETF
DFAI
$12.6B
$523K 0.35%
18,278
+1,140
ITOT icon
28
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$435K 0.29%
4,137
+46
VWO icon
29
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$412K 0.28%
10,016
+136
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$160B
$374K 0.25%
5,312
+50
IWC icon
31
iShares Micro-Cap ETF
IWC
$1.08B
$367K 0.25%
3,160
+185
VXUS icon
32
Vanguard Total International Stock ETF
VXUS
$114B
$345K 0.23%
5,958
+62
EFA icon
33
iShares MSCI EAFE ETF
EFA
$69.2B
$335K 0.23%
4,444
DFIV icon
34
Dimensional International Value ETF
DFIV
$15.4B
$328K 0.22%
9,543
+70
IWD icon
35
iShares Russell 1000 Value ETF
IWD
$69.3B
$320K 0.22%
+1,939
BNDX icon
36
Vanguard Total International Bond ETF
BNDX
$72.2B
$286K 0.19%
+5,784
DFUS icon
37
Dimensional US Equity ETF
DFUS
$18.1B
$273K 0.18%
5,260
IWF icon
38
iShares Russell 1000 Growth ETF
IWF
$125B
$270K 0.18%
890
+1
VTV icon
39
Vanguard Value ETF
VTV
$156B
$247K 0.17%
1,653
IJK icon
40
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.24B
$236K 0.16%
2,984
IJS icon
41
iShares S&P Small-Cap 600 Value ETF
IJS
$6.8B
$234K 0.16%
2,271
VONE icon
42
Vanguard Russell 1000 ETF
VONE
$7.28B
$231K 0.16%
1,067
+5
IJT icon
43
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.41B
$226K 0.15%
1,807
GOVT icon
44
iShares US Treasury Bond ETF
GOVT
$33.2B
$192K 0.13%
8,349
+35
DFIS icon
45
Dimensional International Small Cap ETF
DFIS
$4.7B
$167K 0.11%
6,903
+39
IJJ icon
46
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
$164K 0.11%
1,440
SHV icon
47
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.8B
$160K 0.11%
1,450
MSFT icon
48
Microsoft
MSFT
$3.61T
$133K 0.09%
354
IGIB icon
49
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$126K 0.09%
2,425
IWN icon
50
iShares Russell 2000 Value ETF
IWN
$12.1B
$126K 0.09%
811
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