BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $595M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.47M
3
+$2.42M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.22M

Top Sells

1
+$3.34M
2
+$3.19M
3
+$1.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$400K
5
ACN icon
Accenture
ACN
+$208K

Sector Composition

1 Technology 2.82%
2 Consumer Discretionary 0.1%
3 Communication Services 0.05%
4 Healthcare 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$560B
$219M 36.79%
666,665
-10,163
BND icon
2
Vanguard Total Bond Market
BND
$138B
$66M 11.1%
887,904
+33,175
SPDW icon
3
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
$42M 7.06%
980,548
-25,813
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$37.8M 6.36%
738,557
+23,889
SPTM icon
5
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$27.6M 4.64%
342,411
+860
SPTS icon
6
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.78B
$23M 3.87%
785,241
+37,631
MUB icon
7
iShares National Muni Bond ETF
MUB
$40.3B
$21.6M 3.63%
202,880
-29,985
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$51.7B
$21M 3.54%
294,861
-828
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$21M 3.53%
387,620
-7,386
SPSM icon
10
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
$17.4M 2.93%
376,264
+2,213
REET icon
11
iShares Global REIT ETF
REET
$3.82B
$16.2M 2.72%
633,416
+20,998
NVDA icon
12
NVIDIA
NVDA
$5.04T
$15.2M 2.55%
81,278
-142
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.9B
$9.61M 1.62%
81,171
+10,797
VXF icon
14
Vanguard Extended Market ETF
VXF
$24.7B
$7.5M 1.26%
35,804
+617
BIL icon
15
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$7.22M 1.21%
78,686
+26,337
VSS icon
16
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.92B
$6.49M 1.09%
45,519
+466
JMUB icon
17
JPMorgan Municipal ETF
JMUB
$3.76B
$4.83M 0.81%
95,790
+86,283
SPEM icon
18
SPDR Portfolio Emerging Markets ETF
SPEM
$14.9B
$3.44M 0.58%
73,392
+5
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$5.3B
$3.14M 0.53%
45,258
+5,927
NUBD icon
20
Nuveen ESG US Aggregate Bond ETF
NUBD
$425M
$2.79M 0.47%
124,358
+4,741
VTIP icon
21
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$2.72M 0.46%
53,667
+2,252
SPSB icon
22
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.93B
$2.7M 0.45%
89,222
+3,028
PRFZ icon
23
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.81B
$2.01M 0.34%
44,351
-272
SHM icon
24
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$2.01M 0.34%
41,731
+1,134
DSI icon
25
iShares MSCI KLD 400 Social ETF
DSI
$5.15B
$1.42M 0.24%
11,230
+26
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