BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
This Quarter Return
+5.89%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+9.6%)
Cap. Flow
+$5.55M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
80.07%
Holding
104
New
5
Increased
39
Reduced
3
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$744K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$492K |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$2.18K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Hershey
HSY
$37.3B
| $11.7K | 0.01% |
60
| – | – |
|
102
Liberty Live Group Series C
LLYVK
$8.95B
| $5.48K | ﹤0.01% |
+125
| New | +$5.48K |
|