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
$119M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$420K
3
+$269K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$251K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$205K

Top Sells

1
+$181K
2
+$42.7K

Sector Composition

1 Technology 0.24%
2 Healthcare 0.24%
3 Consumer Staples 0.23%
4 Industrials 0.19%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$81.1K 0.07%
3,468
+13
52
$76.6K 0.06%
515
53
$75.3K 0.06%
907
54
$72.3K 0.06%
1,657
55
$71.4K 0.06%
461
+3
56
$69.1K 0.06%
1,531
+6
57
$63.6K 0.05%
390
58
$60.1K 0.05%
614
59
$57.8K 0.05%
317
60
$56.2K 0.05%
336
61
$54.8K 0.05%
246
62
$54.4K 0.05%
1,530
63
$52.3K 0.04%
215
64
$49.6K 0.04%
105
65
$47.5K 0.04%
491
+1
66
$45.7K 0.04%
185
67
$42.9K 0.04%
125
68
$42K 0.04%
165
69
$41.8K 0.04%
800
70
$40.1K 0.03%
800
71
$39.4K 0.03%
807
72
$39.3K 0.03%
120
73
$38.3K 0.03%
394
74
$37.8K 0.03%
290
75
$36.5K 0.03%
895
1 2
3
4