BSWA
Bromfield Sneider Wealth Advisors Portfolio holdings
AUM
$162M
1-Year Return
18.55%
This Quarter Return
-7.03%
1 Year Return
+18.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.3M
AUM Growth
-$2.76M
(-2.8%)
Cap. Flow
+$4.55M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
88.12%
Holding
106
New
79
Increased
15
Reduced
2
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$340K |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$227K |
| 3 |
Visa
V
|
$180K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$166K |
| 5 |
Johnson & Johnson
JNJ
|
$164K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$752K |
| 2 |
Vanguard Growth ETF
VUG
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
MetLife
MET
$54.1B
| $4K | ﹤0.01% |
+56
| New | +$4K |
|
102
Organon & Co
OGN
$2.52B
| $3K | ﹤0.01% |
+95
| New | +$3K |
|
103
Viatris
VTRS
$12B
| $1K | ﹤0.01% |
+130
| New | +$1K |
|
104
Brighthouse Financial
BHF
$2.56B
| $0 | ﹤0.01% |
+5
| New | – |
|