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
$148M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Sells

1 +$665K
2 +$258K
3 +$135K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$125K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$82.4K

Sector Composition

1 Healthcare 0.19%
2 Technology 0.18%
3 Consumer Staples 0.15%
4 Industrials 0.14%
5 Financials 0.12%