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
$126M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$160K
3
+$142K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$110K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$99.8K

Top Sells

1
+$442K
2
+$356K
3
+$147K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$18K

Sector Composition

1 Technology 0.26%
2 Healthcare 0.24%
3 Consumer Staples 0.22%
4 Industrials 0.19%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$80.2K 0.06%
748
52
$79.9K 0.06%
3,489
+21
53
$79.9K 0.06%
+1,580
54
$78.1K 0.06%
515
55
$76.7K 0.06%
463
+2
56
$75.7K 0.06%
907
57
$71.4K 0.06%
1,545
+14
58
$71.3K 0.06%
215
59
$66.1K 0.05%
1,657
60
$61.4K 0.05%
390
61
$60.1K 0.05%
614
62
$58.7K 0.05%
317
63
$58.6K 0.05%
125
64
$56.9K 0.05%
336
65
$54.1K 0.04%
246
66
$54K 0.04%
1,530
67
$53.3K 0.04%
185
68
$50.5K 0.04%
105
69
$49.1K 0.04%
492
+1
70
$42.2K 0.03%
290
71
$42K 0.03%
805
+5
72
$41.4K 0.03%
800
73
$41.2K 0.03%
165
74
$39.8K 0.03%
807
75
$38.7K 0.03%
120
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3
4