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
$133M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.95M
3
+$1.77M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.57M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.4M

Top Sells

1
+$672K
2
+$671K
3
+$48.2K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.2K
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$32.9K

Sector Composition

1 Healthcare 0.2%
2 Technology 0.18%
3 Consumer Staples 0.16%
4 Industrials 0.14%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 19.56%
95,346
-2,466
2
$24.2M 18.22%
56,604
-1,569
3
$14.3M 10.78%
190,470
+25,962
4
$12.2M 9.2%
57,033
+398
5
$6.83M 5.15%
66,437
+17,199
6
$6.44M 4.85%
62,811
+6,332
7
$5.35M 4.03%
109,404
8
$5.09M 3.83%
54,107
+14,905
9
$4.51M 3.4%
62,394
+30,785
10
$3.84M 2.89%
24,060
+20
11
$2.54M 1.91%
5,913
-110
12
$2.21M 1.66%
45,270
+32,280
13
$1.47M 1.11%
19,402
+12,335
14
$1.41M 1.07%
18,770
+1,552
15
$1.1M 0.83%
16,124
-705
16
$1M 0.76%
14,367
+331
17
$955K 0.72%
13,957
+18
18
$939K 0.71%
17,887
+6,749
19
$704K 0.53%
3,722
+8
20
$675K 0.51%
11,948
21
$645K 0.49%
7,963
+21
22
$643K 0.48%
21,479
+18,409
23
$590K 0.44%
12,910
+3,550
24
$583K 0.44%
7,759
+260
25
$496K 0.37%
3,222
1
2 3 4