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
$108M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.54M
3
+$4.78M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$380K
5
VUG icon
Vanguard Growth ETF
VUG
+$326K

Top Sells

1
+$261K
2
+$197K
3
+$112K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.15K

Sector Composition

1 Healthcare 0.29%
2 Consumer Staples 0.26%
3 Technology 0.24%
4 Industrials 0.22%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30.3K 0.03%
666
77
$29.7K 0.03%
530
78
$24.8K 0.02%
+990
79
$23.8K 0.02%
388
80
$23.7K 0.02%
519
81
$22.9K 0.02%
+1,045
82
$22.1K 0.02%
331
83
$20.7K 0.02%
626
84
$20K 0.02%
278
85
$19.4K 0.02%
123
86
$16.4K 0.02%
121
87
$10.1K 0.01%
72
88
$6.26K 0.01%
108
+1
89
$4.95K ﹤0.01%
+230
90
$782 ﹤0.01%
28
91
– –
-1,920
1 2 3
4