BSWM
Boston Standard Wealth Management Portfolio holdings
AUM $555M
This Quarter Return
-1.49%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$455M
AUM Growth
-$59.7M (-12%)
Cap. Flow
-$40.2M
Cap. Flow % of AUM
-8.84%
Top 10 Holdings %Top 10 Hldgs %
87.22%
Holding
49
New
2
Increased
7
Reduced
37
Closed
2
Top Buys
1 | $860K | |
2 | $724K | |
3 | $500K | |
4 | $206K | |
5 | $203K |
Top Sells
1 | $14.3M | |
2 | $6.53M | |
3 | $5.27M | |
4 | $4.78M | |
5 | $2.63M |
Sector Composition
1 | Technology | 0.46% |
2 | Industrials | 0.19% |
3 | Consumer Discretionary | 0.06% |
4 | Communication Services | 0.06% |
5 | Healthcare | 0.04% |