BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Sells

1 +$665K
2 +$258K
3 +$135K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$125K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$82.4K

Sector Composition

1 Healthcare 0.19%
2 Technology 0.18%
3 Consumer Staples 0.15%
4 Industrials 0.14%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DFAE icon
51
Dimensional Emerging Core Equity Market ETF
DFAE
$8.08B
$124K 0.08%
5,162
+16
IWB icon
52
iShares Russell 1000 ETF
IWB
$45.6B
$116K 0.08%
441
+3
DFUV icon
53
Dimensional US Marketwide Value ETF
DFUV
$13.6B
$105K 0.07%
2,820
EMR icon
54
Emerson Electric
EMR
$84.9B
$81.8K 0.06%
840
VNQ icon
55
Vanguard Real Estate ETF
VNQ
$34.8B
$80.1K 0.05%
907
PG icon
56
Procter & Gamble
PG
$369B
$75.5K 0.05%
515
VEA icon
57
Vanguard FTSE Developed Markets ETF
VEA
$204B
$74K 0.05%
1,545
JNJ icon
58
Johnson & Johnson
JNJ
$573B
$73.4K 0.05%
468
+2
APD icon
59
Air Products & Chemicals
APD
$63.1B
$72.6K 0.05%
265
MCD icon
60
McDonald's
MCD
$230B
$71.2K 0.05%
240
DCOR icon
61
Dimensional US Core Equity 1 ETF
DCOR
$2.54B
$66K 0.04%
1,235
+5
WTRG icon
62
Essential Utilities
WTRG
$10.7B
$61.9K 0.04%
1,657
USHY icon
63
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$55.6K 0.04%
1,530
IJR icon
64
iShares Core S&P Small-Cap ETF
IJR
$94.5B
$53.5K 0.04%
494
+2
RTX icon
65
RTX Corp
RTX
$263B
$51.7K 0.04%
614
XOM icon
66
Exxon Mobil
XOM
$610B
$50.8K 0.03%
508
JPM icon
67
JPMorgan Chase
JPM
$836B
$49.3K 0.03%
290
LLY icon
68
Eli Lilly
LLY
$914B
$46.6K 0.03%
80
GS icon
69
Goldman Sachs
GS
$267B
$46.3K 0.03%
120
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$109B
$44.5K 0.03%
805
UNH icon
71
UnitedHealth
UNH
$243B
$43.7K 0.03%
83
ADP icon
72
Automatic Data Processing
ADP
$94.2B
$42.2K 0.03%
181
AMGN icon
73
Amgen
AMGN
$198B
$41.8K 0.03%
145
IEMG icon
74
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
$40.8K 0.03%
807
CSCO icon
75
Cisco
CSCO
$325B
$40.4K 0.03%
800