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
$119M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$420K
3
+$269K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$251K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$205K

Top Sells

1
+$181K
2
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.8K 0.03%
670
77
$35.1K 0.03%
145
78
$32.9K 0.03%
374
79
$32K 0.03%
530
80
$30.3K 0.03%
666
81
$29.8K 0.03%
280
82
$24.2K 0.02%
388
83
$24.1K 0.02%
1,045
84
$23.2K 0.02%
519
85
$23.1K 0.02%
331
86
$19.3K 0.02%
278
87
$17.9K 0.02%
626
88
$16.2K 0.01%
121
89
$15.6K 0.01%
123
90
$9.48K 0.01%
153
+45
91
$9.44K 0.01%
72
92
$8.29K 0.01%
361
+131
93
$659 ﹤0.01%
28
1 2 3
4