BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
-4.55%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$84.6M
AUM Growth
+$84.6M
(+2.8%)
Cap. Flow
+$6.12M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
85.4%
Holding
95
New
2
Increased
27
Reduced
2
Closed
6
Top Buys
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$31.5K |
| 2 |
Agilent Technologies
A
|
$31K |
| 3 |
Eli Lilly
LLY
|
$20.8K |
| 4 |
Keysight
KEYS
|
$18K |
| 5 |
HP
HPQ
|
$6K |
Sector Composition
| 1 | Healthcare | 0.34% |
| 2 | Technology | 0.29% |
| 3 | Consumer Staples | 0.28% |
| 4 | Industrials | 0.23% |
| 5 | Consumer Discretionary | 0.15% |
