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
Cap. Flow
-$40.2M
Cap. Flow %
-8.84%
Top 10 Hldgs %
87.22%
Holding
49
New
2
Increased
7
Reduced
37
Closed
2
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$172M37.8% 642,752
-19,694
-3%
-$5.27M
$52.3M11.49% 725,675
-90,626
-11%
-$6.53M
$33M7.26% 941,380
-56,764
-6%
-$1.99M
$29.7M6.52% 594,562
-95,776
-14%
-$4.78M
$24M5.26% 360,960
+12,956
+4%
+$860K
$20.9M4.6% 724,694
-1,969
-0.3%
-$56.8K
$19.8M4.35% 185,519
-24,709
-12%
-$2.63M
$16M3.53% 366,716
-26,954
-7%
-$1.18M
$15.2M3.34% 259,208
-18,199
-7%
-$1.07M
$13.9M3.07% 335,826
-18,516
-5%
-$769K
$12.8M2.82% 551,157
-38,223
-6%
-$889K
$6.36M1.4% 65,843
-473
-0.7%
-$45.7K
$5.04M1.11% 29,837
-2,668
-8%
-$450K
$4.32M0.95% 36,724
-5,909
-14%
-$694K
$3.38M0.74% 36,834
+7,886
+27%
+$724K
$2.69M0.59% 71,507
-3,032
-4%
-$114K
$2.63M0.58% 54,084
-14
-0%
-$679
$2.17M0.48% 73,207
-6,612
-8%
-$196K
$2.07M0.46% 36,166
-1,719
-5%
-$98.4K
$1.92M0.42% 87,861
-8,295
-9%
-$181K
$1.79M0.39% 37,923
-3,535
-9%
-$167K
$1.57M0.35% 41,251
-1,064
-3%
-$40.6K
$1.54M0.34% 14,851
-386
-3%
-$40.1K
$851K0.19% 206,081
$843K0.19% 4,000
+364
+10%
+$76.7K