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
$95.3M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$227K
3
+$180K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$166K
5
JNJ icon
Johnson & Johnson
JNJ
+$164K

Top Sells

1
+$752K
2
+$380K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.67%
3 Financials 0.53%
4 Consumer Staples 0.47%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
+56
102
$3K ﹤0.01%
+95
103
$1K ﹤0.01%
+130
104
$0 ﹤0.01%
+5
1 2 3 4
5