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BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
+7.47%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98M
AUM Growth
–
Cap. Flow
+$96.4M
Cap. Flow %
98.37%
Top 10 Hldgs %
93.77%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$31.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$28M
3
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$15.5M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.45M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.32M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
1
Vanguard Growth ETF
VUG
$224B
$32.2M 32.84%
+601,782
New +$31.3M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$29M 29.6%
+61,079
New +$28M
VBK icon
3
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$15.2M 15.51%
+53,956
New +$15.5M
EFV icon
4
iShares MSCI EAFE Value ETF
EFV
$26B
$5.38M 5.49%
+106,685
New +$5.45M
VBR icon
5
Vanguard Small-Cap Value ETF
VBR
$36.7B
$4.34M 4.43%
+24,269
New +$4.32M
IVV icon
6
iShares Core S&P 500 ETF
IVV
$890B
$1.54M 1.57%
+3,232
New +$1.49M
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$74.8B
$1.42M 1.45%
+16,994
New +$1.37M
BND icon
8
Vanguard Total Bond Market
BND
$158B
$1.06M 1.09%
+12,558
New +$1.07M
VCSH icon
9
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.03M 1.06%
+12,740
New +$1.04M
VB icon
10
Vanguard Small-Cap ETF
VB
$79.9B
$725K 0.74%
+3,208
New +$729K
SHY icon
11
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$674K 0.69%
+7,880
New +$676K
VONV icon
12
Vanguard Russell 1000 Value ETF
VONV
$20.2B
$525K 0.54%
+7,119
New +$512K
SCZ icon
13
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$523K 0.53%
+7,162
New +$532K
IVE icon
14
iShares S&P 500 Value ETF
IVE
$48.5B
$505K 0.52%
+3,222
New +$490K
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$471K 0.48%
+9,532
New +$481K
BSV icon
16
Vanguard Short-Term Bond ETF
BSV
$44.6B
$364K 0.37%
+4,503
New +$366K
EFA icon
17
iShares MSCI EAFE ETF
EFA
$77.1B
$350K 0.36%
+4,444
New +$352K
BIV icon
18
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$336K 0.34%
+3,839
New +$341K
DFAS icon
19
Dimensional US Small Cap ETF
DFAS
$15B
$314K 0.32%
+5,238
New +$316K
VTV icon
20
Vanguard Value ETF
VTV
$187B
$281K 0.29%
+1,908
New +$272K
DFUS
21
Dimensional US Equity ETF
DFUS
$21B
$272K 0.28%
+5,260
New +$264K
IAGG icon
22
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$259K 0.26%
+4,750
New +$262K
IJK icon
23
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$254K 0.26%
+2,984
New +$250K
VONE icon
24
Vanguard Russell 1000 ETF
VONE
$8.32B
$254K 0.26%
+1,159
New +$247K
IJT icon
25
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.24B
$251K 0.26%
+1,807
New +$246K
1
2

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