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
$95.3M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$227K
3
+$180K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$166K
5
JNJ icon
Johnson & Johnson
JNJ
+$164K

Top Sells

1
+$752K
2
+$380K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.67%
3 Financials 0.53%
4 Consumer Staples 0.47%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$89K 0.09%
+530
52
$85K 0.09%
+1,657
53
$79K 0.08%
+959
54
$78K 0.08%
+480
55
$78K 0.08%
+789
56
$76K 0.08%
+555
57
$75K 0.08%
+300
58
$70K 0.07%
+92
59
$62K 0.07%
+4,265
60
$62K 0.07%
+748
61
$59K 0.06%
+6,120
62
$56K 0.06%
+246
63
$55K 0.06%
+1,148
64
$54K 0.06%
+190
65
$54K 0.06%
+105
66
$52K 0.05%
+486
67
$49K 0.05%
+250
68
$47K 0.05%
+374
69
$45K 0.05%
+800
70
$45K 0.05%
+807
71
$42K 0.04%
+336
72
$42K 0.04%
+785
73
$40K 0.04%
+120
74
$40K 0.04%
+215
75
$39K 0.04%
+670
1 2
3
4 5