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
$133M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.95M
3
+$1.77M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.57M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.4M

Top Sells

1
+$672K
2
+$671K
3
+$48.2K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.2K
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$32.9K

Sector Composition

1 Healthcare 0.2%
2 Technology 0.18%
3 Consumer Staples 0.16%
4 Industrials 0.14%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$95.9K 0.07%
2,820
52
$81.1K 0.06%
840
-160
53
$75.1K 0.06%
515
54
$75.1K 0.06%
265
-35
55
$72.6K 0.05%
466
+3
56
$68.6K 0.05%
907
57
$67.6K 0.05%
1,545
58
$63.2K 0.05%
240
-100
59
$59.7K 0.05%
508
-240
60
$59.3K 0.04%
+1,230
61
$56.9K 0.04%
1,657
62
$53.1K 0.04%
1,530
63
$46.4K 0.04%
492
64
$44.2K 0.03%
614
65
$43.5K 0.03%
181
-65
66
$43K 0.03%
800
67
$43K 0.03%
80
-45
68
$42.1K 0.03%
290
69
$41.8K 0.03%
83
-22
70
$40.1K 0.03%
805
71
$39.6K 0.03%
235
-155
72
$39K 0.03%
145
73
$38.8K 0.03%
120
74
$38.4K 0.03%
807
75
$36.5K 0.03%
394
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