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
$148M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$561K
3
+$453K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$321K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$320K

Top Sells

1
+$665K
2
+$258K
3
+$135K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$125K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$82.4K

Sector Composition

1 Healthcare 0.19%
2 Technology 0.18%
3 Consumer Staples 0.15%
4 Industrials 0.14%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
1
Vanguard Growth ETF
VUG
$204B
$29M 19.61%
93,208
-2,138
SPY icon
2
SPDR S&P 500 ETF Trust
SPY
$679B
$26.6M 18.04%
56,062
-542
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$16.5M 11.18%
213,484
+23,014
VBK icon
4
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$13.7M 9.28%
56,692
-341
SUB icon
5
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$7.01M 4.75%
66,522
+85
MUB icon
6
iShares National Muni Bond ETF
MUB
$40.2B
$6.83M 4.62%
63,017
+206
EFV icon
7
iShares MSCI EAFE Value ETF
EFV
$27.6B
$5.72M 3.87%
109,709
+305
BIV icon
8
Vanguard Intermediate-Term Bond ETF
BIV
$25B
$5.33M 3.61%
69,735
+7,341
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$131B
$5.25M 3.55%
52,852
-1,255
VBR icon
10
Vanguard Small-Cap Value ETF
VBR
$31B
$4.33M 2.93%
24,085
+25
IVV icon
11
iShares Core S&P 500 ETF
IVV
$679B
$2.83M 1.92%
5,934
+21
IAGG icon
12
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$2.71M 1.83%
54,368
+9,098
VCIT icon
13
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$1.9M 1.28%
23,347
+3,945
VONV icon
14
Vanguard Russell 1000 Value ETF
VONV
$13.7B
$1.23M 0.83%
16,912
-1,858
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$68.6B
$1.15M 0.78%
15,274
-850
DFAS icon
16
Dimensional US Small Cap ETF
DFAS
$11.2B
$1.08M 0.73%
18,034
+147
VONG icon
17
Vanguard Russell 1000 Growth ETF
VONG
$34.3B
$1.07M 0.73%
13,776
-181
BND icon
18
Vanguard Total Bond Market
BND
$137B
$1.06M 0.72%
14,449
+82
VB icon
19
Vanguard Small-Cap ETF
VB
$67.3B
$796K 0.54%
3,731
+9
DFAU icon
20
Dimensional US Core Equity Market ETF
DFAU
$9.58B
$747K 0.51%
22,466
+987
SCZ icon
21
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$743K 0.5%
12,005
+57
DFAT icon
22
Dimensional US Targeted Value ETF
DFAT
$11.4B
$678K 0.46%
12,950
+40
SHY icon
23
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$654K 0.44%
7,969
+6
BSV icon
24
Vanguard Short-Term Bond ETF
BSV
$38.8B
$592K 0.4%
7,686
-73
DFLV icon
25
Dimensional US Large Cap Value ETF
DFLV
$4.21B
$565K 0.38%
20,877
+6,738
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