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
$119M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$420K
3
+$269K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$251K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$205K

Top Sells

1
+$181K
2
+$42.7K

Sector Composition

1 Technology 0.24%
2 Healthcare 0.24%
3 Consumer Staples 0.23%
4 Industrials 0.19%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.7M 20.8%
99,071
-726
2
$24.2M 20.39%
59,170
+123
3
$12.4M 10.46%
163,048
+13,863
4
$12.4M 10.43%
57,276
+680
5
$6.06M 5.1%
56,208
+1,128
6
$5.29M 4.45%
108,971
+900
7
$5.12M 4.31%
48,903
+1,275
8
$3.83M 3.23%
24,149
-269
9
$3.4M 2.86%
34,138
+93
10
$2.46M 2.07%
5,990
+498
11
$2.42M 2.04%
31,526
+511
12
$1.18M 1%
17,169
+1,162
13
$1.08M 0.91%
16,829
14
$1.03M 0.87%
13,986
+32
15
$868K 0.73%
13,796
+3,986
16
$707K 0.59%
11,878
+200
17
$703K 0.59%
3,707
+188
18
$651K 0.55%
7,924
+10
19
$574K 0.48%
7,499
+1,050
20
$566K 0.48%
7,050
+5,240
21
$537K 0.45%
10,965
+3,500
22
$489K 0.41%
3,222
23
$451K 0.38%
8,555
+1,602
24
$396K 0.33%
9,793
+5
25
$370K 0.31%
4,083
+12
1
2 3 4