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
$95.3M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$227K
3
+$180K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$166K
5
JNJ icon
Johnson & Johnson
JNJ
+$164K

Top Sells

1
+$752K
2
+$380K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.67%
3 Financials 0.53%
4 Consumer Staples 0.47%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.04%
+185
77
$37K 0.04%
+394
78
$36K 0.04%
+165
79
$35K 0.04%
+145
80
$35K 0.04%
+125
81
$34K 0.04%
+530
82
$33K 0.03%
+666
83
$33K 0.03%
+300
84
$29K 0.03%
+82
85
$28K 0.03%
+280
86
$27K 0.03%
+519
87
$27K 0.03%
+388
88
$26K 0.03%
+626
89
$26K 0.03%
+110
90
$25K 0.03%
+270
91
$23K 0.02%
+123
92
$23K 0.02%
+124
93
$22K 0.02%
+205
94
$20K 0.02%
+278
95
$15K 0.02%
+121
96
$13K 0.01%
+230
97
$12K 0.01%
+235
98
$9K 0.01%
+72
99
$8K 0.01%
+157
100
$7K 0.01%
+105
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4
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