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
$82.2M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.05M
3
+$724K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$373K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$369K

Top Sells

1
+$228K
2
+$212K
3
+$180K
4
MSFT icon
Microsoft
MSFT
+$169K
5
AAPL icon
Apple
AAPL
+$161K

Sector Composition

1 Healthcare 0.44%
2 Technology 0.33%
3 Consumer Staples 0.32%
4 Industrials 0.26%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28K 0.03%
530
77
$26K 0.03%
280
-679
78
$25K 0.03%
388
79
$22K 0.03%
519
80
$21K 0.03%
278
81
$21K 0.03%
331
-1,160
82
$19K 0.02%
626
83
$19K 0.02%
123
84
$18K 0.02%
+128
85
$16K 0.02%
121
86
$10K 0.01%
72
87
$6K 0.01%
+174
88
$6K 0.01%
107
+2
89
$2K ﹤0.01%
+174
90
$1K ﹤0.01%
28
-67
91
– –
-920
92
– –
-565
93
– –
-480
94
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-5
95
– –
-92
96
– –
-82
97
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-110
98
– –
-2,872
99
$0 ﹤0.01%
+14
100
– –
-2,545
1 2 3
4
5