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
$84.6M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.58M
3
+$1.34M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$178K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$129K

Top Sells

1
+$31.5K
2
+$31K
3
+$20.8K
4
KEYS icon
Keysight
KEYS
+$18K
5
HPQ icon
HP
HPQ
+$6K

Sector Composition

1 Healthcare 0.34%
2 Technology 0.29%
3 Consumer Staples 0.28%
4 Industrials 0.23%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 24.9%
58,960
+106
2
$21M 24.86%
98,269
+316
3
$11M 12.97%
56,207
+477
4
$4.16M 4.92%
107,893
5
$3.63M 4.29%
48,888
+21,270
6
$3.5M 4.14%
24,392
+24
7
$3.02M 3.57%
31,348
+20,123
8
$1.96M 2.32%
5,473
+327
9
$1.9M 2.25%
25,905
+18,220
10
$991K 1.17%
13,893
+221
11
$974K 1.15%
16,829
12
$949K 1.12%
15,898
+2,974
13
$641K 0.76%
7,895
+9
14
$600K 0.71%
3,509
+227
15
$554K 0.66%
11,363
+1,265
16
$530K 0.63%
9,776
+2,165
17
$490K 0.58%
6,544
+195
18
$414K 0.49%
3,222
19
$385K 0.46%
1,831
20
$361K 0.43%
7,465
21
$353K 0.42%
9,684
+89
22
$301K 0.36%
6,463
+1,225
23
$290K 0.34%
2,802
+575
24
$273K 0.32%
5,176
25
$271K 0.32%
3,405
+560
1
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