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
$108M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.54M
3
+$4.78M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$380K
5
VUG icon
Vanguard Growth ETF
VUG
+$326K

Top Sells

1
+$261K
2
+$197K
3
+$112K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.15K

Sector Composition

1 Healthcare 0.29%
2 Consumer Staples 0.26%
3 Technology 0.24%
4 Industrials 0.22%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74.8K 0.07%
907
52
$70K 0.06%
390
53
$64K 0.06%
1,525
+18
54
$62K 0.06%
614
55
$58.8K 0.05%
246
56
$58.3K 0.05%
336
57
$57.3K 0.05%
317
58
$55.7K 0.05%
105
59
$52.8K 0.05%
1,530
-3,250
60
$50.5K 0.05%
215
61
$46.4K 0.04%
490
+3
62
$45.9K 0.04%
895
63
$45.7K 0.04%
125
64
$42.3K 0.04%
185
65
$41.2K 0.04%
120
66
$39.9K 0.04%
394
67
$38.9K 0.04%
290
68
$38.6K 0.04%
800
+10
69
$38.2K 0.04%
165
70
$38.1K 0.04%
800
71
$38.1K 0.04%
145
72
$37.7K 0.03%
807
73
$37.5K 0.03%
374
74
$33.6K 0.03%
670
75
$31.1K 0.03%
280
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3
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