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
$82.2M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.05M
3
+$724K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$373K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$369K

Top Sells

1
+$228K
2
+$212K
3
+$180K
4
MSFT icon
Microsoft
MSFT
+$169K
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
51
$64K 0.08%
748
52
$62K 0.08%
190
53
$61K 0.07%
1,503
+355
54
$59K 0.07%
614
-175
55
$56K 0.07%
390
-400
56
$54K 0.07%
105
57
$53K 0.06%
317
-213
58
$52K 0.06%
246
59
$47K 0.06%
895
-1,052
60
$45K 0.05%
336
61
$45K 0.05%
487
+1
62
$41K 0.05%
374
63
$40K 0.05%
807
64
$39K 0.05%
394
65
$38K 0.05%
215
66
$36K 0.04%
120
67
$36K 0.04%
165
68
$36K 0.04%
790
+5
69
$36K 0.04%
185
70
$35K 0.04%
145
71
$34K 0.04%
800
72
$33K 0.04%
290
-265
73
$33K 0.04%
670
74
$31K 0.04%
+257
75
$28K 0.03%
666
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