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
$133M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.95M
3
+$1.77M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.57M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.4M

Top Sells

1
+$672K
2
+$671K
3
+$48.2K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.2K
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$32.9K

Sector Composition

1 Healthcare 0.2%
2 Technology 0.18%
3 Consumer Staples 0.16%
4 Industrials 0.14%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.5K 0.03%
246
-90
77
$35.1K 0.03%
207
-110
78
$34.8K 0.03%
670
79
$34.5K 0.03%
110
-105
80
$34.4K 0.03%
135
-50
81
$30.9K 0.02%
530
82
$29.7K 0.02%
895
83
$29.3K 0.02%
374
84
$28.8K 0.02%
280
85
$28.4K 0.02%
666
86
$23K 0.02%
331
87
$22.1K 0.02%
388
88
$21.8K 0.02%
519
89
$17.1K 0.01%
626
90
$16.1K 0.01%
278
91
$15.1K 0.01%
123
92
$14.6K 0.01%
121
93
$12K 0.01%
60
-105
94
$10.1K 0.01%
72
95
$9.33K 0.01%
155
96
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