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
$126M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$160K
3
+$142K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$110K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$99.8K

Top Sells

1
+$442K
2
+$356K
3
+$147K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$18K

Sector Composition

1 Technology 0.26%
2 Healthcare 0.24%
3 Consumer Staples 0.22%
4 Industrials 0.19%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 21.97%
97,812
-1,259
2
$25.8M 20.47%
58,173
-997
3
$13M 10.33%
56,635
-641
4
$12.4M 9.88%
164,508
+1,460
5
$6.03M 4.78%
56,479
+271
6
$5.35M 4.25%
109,404
+433
7
$5.12M 4.07%
49,238
+335
8
$3.98M 3.16%
24,040
-109
9
$3.84M 3.05%
39,202
+5,064
10
$2.68M 2.13%
6,023
+33
11
$2.38M 1.89%
31,609
+83
12
$1.23M 0.98%
17,218
+49
13
$1.19M 0.94%
16,829
14
$1.02M 0.81%
14,036
+50
15
$986K 0.78%
13,939
+143
16
$739K 0.59%
3,714
+7
17
$705K 0.56%
11,948
+70
18
$644K 0.51%
7,942
+18
19
$640K 0.51%
12,990
+2,025
20
$610K 0.48%
11,138
+2,583
21
$567K 0.45%
7,499
22
$559K 0.44%
7,067
+17
23
$519K 0.41%
3,222
24
$434K 0.34%
9,360
+1,505
25
$400K 0.32%
4,091
+8
1
2 3 4