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BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
1-Year Est. Return
18.55%
This Fund
S&P 500
This Quarter
Est. Return
+5.89%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$162M
AUM Growth
+$14.1M
(+9.6%)
Cap. Flow
+$5.42M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
80.07%
Holding
104
New
5
Increased
38
Reduced
4
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.39M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$610K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$470K |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$442K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$378K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$713K |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$468K |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.09K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$113 |
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Healthcare | 0.18% |
| 3 | Consumer Staples | 0.14% |
| 4 | Industrials | 0.14% |
| 5 | Financials | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Hershey
HSY
$34.8B
| $11.7K | 0.01% |
60
| – | – |
|
102
Liberty Live Group Series C
LLYVK
$9.58B
| $5.48K | ﹤0.01% |
+125
| New | +$4.78K |
|
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