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BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
+5.91%
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
+$438K
Cap. Flow %
0.35%
Top 10 Hldgs %
84.07%
Holding
98
New
2
Increased
37
Reduced
4
Closed
1

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$501K
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$160K
3
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$135K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$111K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$99.3K

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$418K
2
VUG icon
Vanguard Growth ETF
VUG
+$328K
3
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$139K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$17.2K

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
XOM icon
51
ExxonMobil
XOM
$601B
$80.2K 0.06%
748
– –
GOVT icon
52
iShares US Treasury Bond ETF
GOVT
$43.5B
$79.9K 0.06%
3,489
+21
+0.6% +$487
IGIB icon
53
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$79.9K 0.06%
+1,580
New +$80.3K
PG icon
54
Procter & Gamble
PG
$340B
$78.1K 0.06%
515
– –
JNJ icon
55
Johnson & Johnson
JNJ
$611B
$76.7K 0.06%
463
+2
+0.4% +$323
VNQ icon
56
Vanguard Real Estate ETF
VNQ
$38.7B
$75.7K 0.06%
907
– –
VEA icon
57
Vanguard FTSE Developed Markets ETF
VEA
$229B
$71.4K 0.06%
1,545
+14
+0.9% +$644
HUB.B
58
DELISTED
HUBBELL INC CL-B
HUB.B
$71.3K 0.06%
215
– –
WTRG icon
59
Essential Utilities
WTRG
$10.9B
$66.1K 0.05%
1,657
– –
CVX icon
60
Chevron
CVX
$362B
$61.4K 0.05%
390
– –
RTX icon
61
RTX Corp
RTX
$260B
$60.1K 0.05%
614
– –
PEP icon
62
PepsiCo
PEP
$185B
$58.7K 0.05%
317
– –
LLY icon
63
Eli Lilly
LLY
$1.03T
$58.6K 0.05%
125
– –
GPC icon
64
Genuine Parts
GPC
$16.8B
$56.9K 0.05%
336
– –
ADP icon
65
Automatic Data Processing
ADP
$98.5B
$54.1K 0.04%
246
– –
USHY icon
66
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.7B
$54K 0.04%
1,530
– –
SNA icon
67
Snap-on
SNA
$21B
$53.3K 0.04%
185
– –
UNH icon
68
UnitedHealth
UNH
$386B
$50.5K 0.04%
105
– –
IJR icon
69
iShares Core S&P Small-Cap ETF
IJR
$109B
$49.1K 0.04%
492
+1
+0.2% +$95
JPM icon
70
JPMorgan Chase
JPM
$919B
$42.2K 0.03%
290
– –
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$122B
$42K 0.03%
805
+5
+0.6% +$248
CSCO icon
72
Cisco
CSCO
$462B
$41.4K 0.03%
800
– –
HSY icon
73
Hershey
HSY
$34.8B
$41.2K 0.03%
165
– –
IEMG icon
74
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$39.8K 0.03%
807
– –
GS icon
75
Goldman Sachs
GS
$336B
$38.7K 0.03%
120
– –
1 2
3
4

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