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
$126M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$160K
3
+$142K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$110K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$99.8K

Top Sells

1
+$442K
2
+$356K
3
+$147K
4
VBR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38.5K 0.03%
394
77
$36.5K 0.03%
670
78
$32.8K 0.03%
895
79
$32.4K 0.03%
530
80
$32.3K 0.03%
280
81
$32.2K 0.03%
145
82
$31.3K 0.02%
374
83
$29.6K 0.02%
666
84
$24.5K 0.02%
1,045
85
$24.3K 0.02%
388
86
$24.1K 0.02%
331
87
$23.5K 0.02%
519
88
$18K 0.01%
626
89
$17.8K 0.01%
278
90
$16.7K 0.01%
121
91
$15.5K 0.01%
123
92
$9.73K 0.01%
155
+2
93
$9.63K 0.01%
72
94
$8.32K 0.01%
365
+4
95
$583 ﹤0.01%
28
1 2 3
4