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
1
$22.2M 27%
58,854
-561
2
$21.8M 26.55%
97,953
-1,021
3
$11M 13.35%
55,730
+1,632
4
$4.68M 5.7%
107,893
+704
5
$3.65M 4.44%
24,368
+20
6
$2.11M 2.56%
27,618
+13,997
7
$1.95M 2.37%
5,146
+1,910
8
$1.14M 1.39%
11,225
+10,343
9
$1.03M 1.25%
13,672
+860
10
$1.02M 1.24%
16,829
-165
11
$821K 1%
12,924
+5,805
12
$653K 0.79%
7,886
+4
13
$597K 0.73%
7,685
+3,841
14
$578K 0.7%
3,282
+5
15
$551K 0.67%
10,098
+2,935
16
$488K 0.59%
6,349
+1,512
17
$443K 0.54%
3,222
18
$428K 0.52%
7,611
+4,435
19
$400K 0.49%
1,831
+1,706
20
$400K 0.49%
9,595
+45
21
$372K 0.45%
7,465
+1,965
22
$305K 0.37%
5,176
+3,539
23
$278K 0.34%
4,444
24
$278K 0.34%
+1,920
25
$252K 0.31%
1,908
1
2 3 4 5