Bromfield Sneider Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.08M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.06M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$786K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$410K |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
+$399K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$252K |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$230K |
| 3 |
Visa
V
|
+$180K |
| 4 |
Microsoft
MSFT
|
+$179K |
| 5 |
Apple
AAPL
|
+$161K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 0.44% |
| 2 | Technology | 0.33% |
| 3 | Consumer Staples | 0.32% |
| 4 | Industrials | 0.26% |
| 5 | Financials | 0.16% |
Similar funds
Bromfield Sneider Wealth Advisors's Q2 2022 Portfolio in Review
As of Q2 2022, Bromfield Sneider Wealth Advisors held 119 positions worth $82.2M, down 14% from $95.3M the previous quarter. Its ten largest holdings account for 86% of the portfolio.
Bromfield Sneider Wealth Advisors deployed $3.92M of net new capital in Q2 2022, opening 13 new positions and adding to 26 existing holdings. Its largest new stake was iShares Russell 1000 Value ETF: 1,920 shares worth $278K.
By sector, the portfolio is most concentrated in Healthcare at 0.44% of assets, down from 0.67% a quarter earlier, followed by Technology and Consumer Staples.
On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $252K trimmed.
- Bromfield Sneider Wealth Advisors's largest Q2 2022 buy was iShares Russell 1000 Value ETF: 1,920 shares worth $278K.
- Bromfield Sneider Wealth Advisors added most to Vanguard Short-Term Corporate Bond ETF in Q2 2022, an estimated $1.08M increase.
- Bromfield Sneider Wealth Advisors's biggest Q2 2022 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $252K.
- Bromfield Sneider Wealth Advisors fully exited Visa in Q2 2022, selling an estimated $180K.
- Bromfield Sneider Wealth Advisors's ten largest holdings make up 86% of its $82.2M portfolio in Q2 2022.
- Bromfield Sneider Wealth Advisors opened 13 new positions and closed 26 in Q2 2022.
- Bromfield Sneider Wealth Advisors's portfolio value fell 14% quarter-over-quarter to $82.2M.
Based on Bromfield Sneider Wealth Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.