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
$162M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$744K
2 +$492K
3 +$2.18K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$121

Sector Composition

1 Technology 0.35%
2 Healthcare 0.18%
3 Consumer Staples 0.14%
4 Industrials 0.14%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DFAE icon
51
Dimensional Emerging Core Equity Market ETF
DFAE
$7.15B
$128K 0.08%
5,167
+5
IWB icon
52
iShares Russell 1000 ETF
IWB
$45.9B
$127K 0.08%
443
+2
IGIB icon
53
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$125K 0.08%
2,425
DFUV icon
54
Dimensional US Marketwide Value ETF
DFUV
$12.3B
$115K 0.07%
2,820
EMR icon
55
Emerson Electric
EMR
$78.8B
$95.3K 0.06%
840
VTWO icon
56
Vanguard Russell 2000 ETF
VTWO
$12.9B
$93.8K 0.06%
+1,102
PG icon
57
Procter & Gamble
PG
$346B
$83.6K 0.05%
515
VNQ icon
58
Vanguard Real Estate ETF
VNQ
$33.3B
$78.4K 0.05%
907
VEA icon
59
Vanguard FTSE Developed Markets ETF
VEA
$180B
$77.5K 0.05%
1,545
JNJ icon
60
Johnson & Johnson
JNJ
$449B
$74.5K 0.05%
471
+3
MCD icon
61
McDonald's
MCD
$211B
$67.7K 0.04%
240
APD icon
62
Air Products & Chemicals
APD
$53.3B
$64.2K 0.04%
265
LLY icon
63
Eli Lilly
LLY
$802B
$62.2K 0.04%
80
WTRG icon
64
Essential Utilities
WTRG
$10.7B
$61.4K 0.04%
1,657
RTX icon
65
RTX Corp
RTX
$237B
$59.9K 0.04%
614
XOM icon
66
Exxon Mobil
XOM
$480B
$59K 0.04%
508
JPM icon
67
JPMorgan Chase
JPM
$842B
$58.1K 0.04%
290
USHY icon
68
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$56K 0.03%
1,530
IJR icon
69
iShares Core S&P Small-Cap ETF
IJR
$85.1B
$54.6K 0.03%
494
GS icon
70
Goldman Sachs
GS
$243B
$50.1K 0.03%
120
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$48.8K 0.03%
803
-2
HUB.B
72
DELISTED
HUBBELL INC CL-B
HUB.B
$45.7K 0.03%
110
ADP icon
73
Automatic Data Processing
ADP
$104B
$45.2K 0.03%
181
IEMG icon
74
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$41.7K 0.03%
807
AMGN icon
75
Amgen
AMGN
$160B
$41.2K 0.03%
145