BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $606M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.43M
3
+$1.16M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$787K

Top Sells

1
+$7.22M
2
+$756K
3
+$247K
4
DNA icon
Ginkgo Bioworks
DNA
+$221K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.1K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 0.14%
3 Industrials 0.13%
4 Communication Services 0.07%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESML icon
26
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.24B
$872K 0.14%
18,969
-111
AAPL icon
27
Apple
AAPL
$3.81T
$861K 0.14%
3,166
-43
AOA icon
28
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.83B
$808K 0.13%
9,024
+361
IXUS icon
29
iShares Core MSCI Total International Stock ETF
IXUS
$54.7B
$805K 0.13%
9,515
+174
BA icon
30
Boeing
BA
$183B
$765K 0.13%
+3,523
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.23B
$750K 0.12%
16,979
-380
MSFT icon
32
Microsoft
MSFT
$3.2T
$721K 0.12%
1,491
-40
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$711B
$563K 0.09%
825
+13
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.09T
$418K 0.07%
1,331
AMZN icon
35
Amazon
AMZN
$2.56T
$415K 0.07%
1,797
+132
AOR icon
36
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.19B
$408K 0.07%
6,282
-423
NYF icon
37
iShares New York Muni Bond ETF
NYF
$1.15B
$392K 0.06%
7,335
+386
GLD icon
38
SPDR Gold Trust
GLD
$169B
$375K 0.06%
946
+26
GWX icon
39
SPDR S&P International Small Cap ETF
GWX
$846M
$374K 0.06%
9,160
-856
RSP icon
40
Invesco S&P 500 Equal Weight ETF
RSP
$82.9B
$374K 0.06%
1,952
-45
VT icon
41
Vanguard Total World Stock ETF
VT
$61.9B
$367K 0.06%
2,604
-1
BNDX icon
42
Vanguard Total International Bond ETF
BNDX
$74.7B
$338K 0.06%
6,989
-652
DJP icon
43
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$717M
$328K 0.05%
8,716
MU icon
44
Micron Technology
MU
$467B
$285K 0.05%
+1,000
AVGO icon
45
Broadcom
AVGO
$1.57T
$279K 0.05%
+807
WOOD icon
46
iShares Global Timber & Forestry ETF
WOOD
$264M
$269K 0.04%
3,731
+136
JMIA
47
Jumia Technologies
JMIA
$1.64B
$238K 0.04%
19,092
-250
WMT icon
48
Walmart Inc
WMT
$950B
$230K 0.04%
2,063
EFA icon
49
iShares MSCI EAFE ETF
EFA
$74.3B
$215K 0.04%
2,238
+31
HAS icon
50
Hasbro
HAS
$12.5B
$202K 0.03%
+2,466
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