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
$84.6M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.58M
3
+$1.34M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$178K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$129K

Top Sells

1
+$31.5K
2
+$31K
3
+$20.8K
4
KEYS icon
Keysight
KEYS
+$18K
5
HPQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.03%
280
77
$22K 0.03%
388
78
$21K 0.02%
519
79
$20K 0.02%
278
80
$19K 0.02%
626
81
$18K 0.02%
331
82
$18K 0.02%
123
83
$14K 0.02%
121
84
$9K 0.01%
72
85
$5K 0.01%
107
86
$1K ﹤0.01%
28
87
– –
-128
88
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-19
89
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-257
90
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-14
91
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-174
92
– –
-174
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4