BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
+5.91%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+6.1%)
Cap. Flow
+$385K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
84.07%
Holding
98
New
2
Increased
37
Reduced
4
Closed
1
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$442K |
| 2 |
Vanguard Growth ETF
VUG
|
$356K |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$147K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$18K |
Sector Composition
| 1 | Technology | 0.26% |
| 2 | Healthcare | 0.24% |
| 3 | Consumer Staples | 0.22% |
| 4 | Industrials | 0.19% |
| 5 | Consumer Discretionary | 0.13% |
