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
$82.2M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.05M
3
+$724K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$373K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$369K

Top Sells

1
+$228K
2
+$212K
3
+$180K
4
MSFT icon
Microsoft
MSFT
+$169K
5
AAPL icon
Apple
AAPL
+$161K

Sector Composition

1 Healthcare 0.44%
2 Technology 0.33%
3 Consumer Staples 0.32%
4 Industrials 0.26%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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