BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
+7.15%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+10%)
Cap. Flow
+$3.38M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
84.1%
Holding
97
New
3
Increased
34
Reduced
2
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$181K |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$42.7K |
Sector Composition
| 1 | Technology | 0.24% |
| 2 | Healthcare | 0.24% |
| 3 | Consumer Staples | 0.23% |
| 4 | Industrials | 0.19% |
| 5 | Consumer Discretionary | 0.13% |
