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
$108M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$5.54M
3
+$4.78M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$380K
5
VUG icon
Vanguard Growth ETF
VUG
+$326K

Top Sells

1
+$261K
2
+$197K
3
+$112K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.15K

Sector Composition

1 Healthcare 0.29%
2 Consumer Staples 0.26%
3 Technology 0.24%
4 Industrials 0.22%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 20.93%
59,047
+87
2
$21.3M 19.71%
99,797
+1,528
3
$11.3M 10.52%
56,596
+389
4
$11.2M 10.4%
149,185
+100,297
5
$5.81M 5.39%
55,080
+52,474
6
$4.97M 4.6%
47,628
+45,865
7
$4.96M 4.59%
108,071
+178
8
$3.88M 3.59%
24,418
+26
9
$3.3M 3.06%
34,045
+2,697
10
$2.31M 2.14%
31,015
+5,110
11
$2.11M 1.96%
5,492
+19
12
$1.07M 0.99%
16,007
+109
13
$1M 0.93%
13,954
+61
14
$985K 0.91%
16,829
15
$660K 0.61%
11,678
+315
16
$646K 0.6%
3,519
+10
17
$642K 0.6%
7,914
+19
18
$541K 0.5%
9,810
+34
19
$485K 0.45%
6,449
-95
20
$467K 0.43%
3,222
21
$382K 0.35%
9,788
+104
22
$356K 0.33%
6,953
+490
23
$355K 0.33%
7,465
24
$345K 0.32%
4,071
+666
25
$331K 0.31%
7,534
+2,415
1
2 3 4