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BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
-17.03%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$82.2M
AUM Growth
-$13M
Cap. Flow
+$3.92M
Cap. Flow %
4.77%
Top 10 Hldgs %
85.85%
Holding
119
New
13
Increased
26
Reduced
17
Closed
26

Top Buys

1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.08M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.06M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$786K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$410K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$399K

Top Sells

1
VUG icon
Vanguard Growth ETF
VUG
+$252K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$230K
3
V icon
Visa
V
+$180K
4
MSFT icon
Microsoft
MSFT
+$179K
5
AAPL icon
Apple
AAPL
+$161K

Sector Composition

1 Healthcare 0.44%
2 Technology 0.33%
3 Consumer Staples 0.32%
4 Industrials 0.26%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
51
ExxonMobil
XOM
$601B
$64K 0.08%
748
– –
LLY icon
52
Eli Lilly
LLY
$1.03T
$62K 0.08%
190
– –
VEA icon
53
Vanguard FTSE Developed Markets ETF
VEA
$229B
$61K 0.07%
1,503
+355
+31% +$15.8K
RTX icon
54
RTX Corp
RTX
$260B
$59K 0.07%
614
-175
-22% -$16.8K
CVX icon
55
Chevron
CVX
$362B
$56K 0.07%
390
-400
-51% -$66.1K
UNH icon
56
UnitedHealth
UNH
$386B
$54K 0.07%
105
– –
PEP icon
57
PepsiCo
PEP
$185B
$53K 0.06%
317
-213
-40% -$35.9K
ADP icon
58
Automatic Data Processing
ADP
$98.5B
$52K 0.06%
246
– –
PFE icon
59
Pfizer
PFE
$138B
$47K 0.06%
895
-1,052
-54% -$53.6K
GPC icon
60
Genuine Parts
GPC
$16.8B
$45K 0.05%
336
– –
IJR icon
61
iShares Core S&P Small-Cap ETF
IJR
$109B
$45K 0.05%
487
+1
+0.2% +$99
MMM icon
62
3M
MMM
$81.7B
$41K 0.05%
374
– –
IEMG icon
63
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$40K 0.05%
807
– –
PM icon
64
Philip Morris
PM
$274B
$39K 0.05%
394
– –
HUB.B
65
DELISTED
HUBBELL INC CL-B
HUB.B
$38K 0.05%
215
– –
GS icon
66
Goldman Sachs
GS
$336B
$36K 0.04%
120
– –
HSY icon
67
Hershey
HSY
$34.8B
$36K 0.04%
165
– –
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$122B
$36K 0.04%
790
+5
+0.6% +$247
SNA icon
69
Snap-on
SNA
$21B
$36K 0.04%
185
– –
AMGN icon
70
Amgen
AMGN
$192B
$35K 0.04%
145
– –
CSCO icon
71
Cisco
CSCO
$462B
$34K 0.04%
800
– –
JPM icon
72
JPMorgan Chase
JPM
$919B
$33K 0.04%
290
-265
-48% -$32.8K
VEU icon
73
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$33K 0.04%
670
– –
A icon
74
Agilent Technologies
A
$38.2B
$31K 0.04%
+257
New +$31.6K
BNY
75
Bank of New York Mellon
BNY
$106B
$28K 0.03%
666
– –
1 2
3
4 5

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