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
$98M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$29M
3
+$15.2M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.38M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.34M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.2M 32.84%
+100,297
2
$29M 29.6%
+61,079
3
$15.2M 15.51%
+53,956
4
$5.38M 5.49%
+106,685
5
$4.34M 4.43%
+24,269
6
$1.54M 1.57%
+3,232
7
$1.42M 1.45%
+16,994
8
$1.06M 1.09%
+12,558
9
$1.03M 1.06%
+12,740
10
$725K 0.74%
+3,208
11
$674K 0.69%
+7,880
12
$525K 0.54%
+7,119
13
$523K 0.53%
+7,162
14
$505K 0.52%
+3,222
15
$471K 0.48%
+9,532
16
$364K 0.37%
+4,503
17
$350K 0.36%
+4,444
18
$336K 0.34%
+3,839
19
$314K 0.32%
+5,238
20
$281K 0.29%
+1,908
21
$272K 0.28%
+5,260
22
$259K 0.26%
+4,750
23
$254K 0.26%
+2,984
24
$254K 0.26%
+1,159
25
$251K 0.26%
+1,807
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