Bromfield Sneider Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$7.5M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$5.47M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$4.75M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$379K |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$337K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$261K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$202K |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$112K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$7.13K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 0.29% |
| 2 | Consumer Staples | 0.26% |
| 3 | Technology | 0.24% |
| 4 | Industrials | 0.22% |
| 5 | Energy | 0.14% |
Similar funds
Bromfield Sneider Wealth Advisors's Q4 2022 Portfolio in Review
As of Q4 2022, Bromfield Sneider Wealth Advisors held 95 positions worth $108M, up 28% from $84.6M the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Bromfield Sneider Wealth Advisors deployed $19.1M of net new capital in Q4 2022, opening 6 new positions and adding to 31 existing holdings. Its largest new stake was Dimensional International Value ETF: 5,553 shares worth $169K.
By sector, the portfolio is most concentrated in Healthcare at 0.29% of assets, down from 0.34% a quarter earlier, followed by Consumer Staples and Technology.
On the sell side, the largest reduction was iShares Russell 1000 Growth ETF, an estimated $202K trimmed.
- Bromfield Sneider Wealth Advisors's largest Q4 2022 buy was Dimensional International Value ETF: 5,553 shares worth $169K.
- Bromfield Sneider Wealth Advisors added most to Vanguard Short-Term Corporate Bond ETF in Q4 2022, an estimated $7.5M increase.
- Bromfield Sneider Wealth Advisors's biggest Q4 2022 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $202K.
- Bromfield Sneider Wealth Advisors fully exited iShares Russell 1000 Value ETF in Q4 2022, selling an estimated $261K.
- Bromfield Sneider Wealth Advisors's ten largest holdings make up 85% of its $108M portfolio in Q4 2022.
- Bromfield Sneider Wealth Advisors opened 6 new positions and closed 1 in Q4 2022.
- Bromfield Sneider Wealth Advisors's portfolio value rose 28% quarter-over-quarter to $108M.
Based on Bromfield Sneider Wealth Advisors's 13F filing for Q4 2022, filed 9 Jan 2023.