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
$95.3M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$227K
3
+$180K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$166K
5
JNJ icon
Johnson & Johnson
JNJ
+$164K

Top Sells

1
+$752K
2
+$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 Change
in Stake 		Capital Flow
1
$28.5M 29.88%
98,974
-1,323
2
$26.8M 28.17%
59,415
-1,664
3
$13.4M 14.09%
54,098
+142
4
$5.39M 5.66%
107,189
+504
5
$4.28M 4.5%
24,348
+79
6
$1.47M 1.54%
3,236
+4
7
$1.3M 1.36%
16,994
8
$1.06M 1.12%
13,621
+881
9
$1.02M 1.07%
12,812
+254
10
$696K 0.73%
3,277
+69
11
$657K 0.69%
7,882
+2
12
$518K 0.54%
7,119
13
$502K 0.53%
3,222
14
$475K 0.5%
7,163
+1
15
$441K 0.46%
9,550
+18
16
$377K 0.4%
4,837
+334
17
$340K 0.36%
+1,102
18
$327K 0.34%
4,444
19
$315K 0.33%
3,844
+5
20
$294K 0.31%
5,238
21
$287K 0.3%
5,500
+750
22
$282K 0.3%
1,908
23
$258K 0.27%
5,260
24
$241K 0.25%
1,163
+4
25
$233K 0.24%
2,271
1
2 3 4 5