BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
-3.31%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+5.4%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
8.27%
Top 10 Holdings %
Top 10 Hldgs %
81.91%
Holding
98
New
1
Increased
31
Reduced
19
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$672K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$671K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$48.2K |
| 4 |
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% |
