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BSWA

Bromfield Sneider Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
+7.14%
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
+$3.35M
Cap. Flow %
2.82%
Top 10 Hldgs %
84.1%
Holding
97
New
3
Increased
34
Reduced
2
Closed
1

Top Buys

1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.05M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$415K
3
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$275K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$236K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K

Top Sells

1
VUG icon
Vanguard Growth ETF
VUG
+$169K
2
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$44.5K

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
VUG icon
1
Vanguard Growth ETF
VUG
$224B
$24.7M 20.8%
594,426
-4,356
-0.7% -$169K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$24.2M 20.39%
59,170
+123
+0.2% +$49.1K
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$12.4M 10.46%
163,048
+13,863
+9% +$1.05M
VBK icon
4
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$12.4M 10.43%
57,276
+680
+1% +$147K
MUB icon
5
iShares National Muni Bond ETF
MUB
$45.7B
$6.06M 5.1%
56,208
+1,128
+2% +$121K
EFV icon
6
iShares MSCI EAFE Value ETF
EFV
$26B
$5.29M 4.45%
108,971
+900
+0.8% +$43.6K
SUB icon
7
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$5.12M 4.31%
48,903
+1,275
+3% +$133K
VBR icon
8
Vanguard Small-Cap Value ETF
VBR
$36.7B
$3.83M 3.23%
24,149
-269
-1% -$44.5K
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$138B
$3.4M 2.86%
34,138
+93
+0.3% +$9.19K
IVV icon
10
iShares Core S&P 500 ETF
IVV
$890B
$2.46M 2.07%
5,990
+498
+9% +$200K
BIV icon
11
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$2.42M 2.04%
31,526
+511
+2% +$38.7K
VONV icon
12
Vanguard Russell 1000 Value ETF
VONV
$20.2B
$1.18M 1%
17,169
+1,162
+7% +$78.7K
IVW icon
13
iShares S&P 500 Growth ETF
IVW
$74.8B
$1.08M 0.91%
16,829
– –
BND icon
14
Vanguard Total Bond Market
BND
$158B
$1.03M 0.87%
13,986
+32
+0.2% +$2.34K
VONG icon
15
Vanguard Russell 1000 Growth ETF
VONG
$44.4B
$868K 0.73%
13,796
+3,986
+41% +$236K
SCZ icon
16
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$707K 0.59%
11,878
+200
+2% +$11.9K
VB icon
17
Vanguard Small-Cap ETF
VB
$79.9B
$703K 0.59%
3,707
+188
+5% +$36.5K
SHY icon
18
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$651K 0.55%
7,924
+10
+0.1% +$815
BSV icon
19
Vanguard Short-Term Bond ETF
BSV
$44.6B
$574K 0.48%
7,499
+1,050
+16% +$79.6K
VCIT icon
20
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$566K 0.48%
7,050
+5,240
+290% +$415K
IAGG icon
21
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$537K 0.45%
10,965
+3,500
+47% +$170K
IVE icon
22
iShares S&P 500 Value ETF
IVE
$48.5B
$489K 0.41%
3,222
– –
DFAS icon
23
Dimensional US Small Cap ETF
DFAS
$15B
$451K 0.38%
8,555
+1,602
+23% +$86.7K
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$396K 0.33%
9,793
+5
+0.1% +$204
ITOT icon
25
iShares Core S&P Total US Stock Market ETF
ITOT
$94.6B
$370K 0.31%
4,083
+12
+0.3% +$1.06K
1
2 3 4

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