BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
+9.33%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+11%)
Cap. Flow
+$2.76M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
81.44%
Holding
99
New
2
Increased
35
Reduced
9
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$665K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$258K |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$135K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$125K |
| 5 |
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% |
