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
$84.6M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.58M
3
+$1.34M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$178K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$129K

Top Sells

1
+$31.5K
2
+$31K
3
+$20.8K
4
KEYS icon
Keysight
KEYS
+$18K
5
HPQ icon
HP
HPQ
+$6K

Sector Composition

1 Healthcare 0.34%
2 Technology 0.29%
3 Consumer Staples 0.28%
4 Industrials 0.23%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$65K 0.08%
748
52
$56K 0.07%
246
53
$56K 0.07%
390
54
$55K 0.07%
1,507
+4
55
$53K 0.06%
105
56
$52K 0.06%
317
57
$50K 0.06%
336
58
$50K 0.06%
614
59
$48K 0.06%
215
60
$43K 0.05%
487
61
$40K 0.05%
125
-65
62
$39K 0.05%
895
63
$37K 0.04%
185
64
$36K 0.04%
165
65
$35K 0.04%
120
66
$35K 0.04%
807
67
$35K 0.04%
790
68
$35K 0.04%
374
69
$33K 0.04%
145
70
$33K 0.04%
394
71
$32K 0.04%
800
72
$30K 0.04%
290
73
$30K 0.04%
670
74
$26K 0.03%
666
75
$26K 0.03%
530
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3
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