BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $611M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.21M
3
+$1.3M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$825K
5
REET icon
iShares Global REIT ETF
REET
+$303K

Top Sells

1
+$9.13M
2
+$1.49M
3
+$559K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$432K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$395K

Sector Composition

1 Technology 2.68%
2 Consumer Discretionary 0.13%
3 Industrials 0.12%
4 Communication Services 0.06%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSI icon
26
iShares MSCI KLD 400 Social ETF
DSI
$5.18B
$1.38M 0.23%
11,290
+29
BCI icon
27
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.47B
$1.12M 0.18%
46,616
ESML icon
28
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.34B
$904K 0.15%
19,019
+50
IXUS icon
29
iShares Core MSCI Total International Stock ETF
IXUS
$56.3B
$834K 0.14%
9,515
AAPL icon
30
Apple
AAPL
$4.11T
$791K 0.13%
3,114
-52
AOA icon
31
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.04B
$750K 0.12%
8,430
-594
ESGE icon
32
iShares ESG Aware MSCI EM ETF
ESGE
$6.68B
$747K 0.12%
16,256
-723
BA icon
33
Boeing
BA
$179B
$733K 0.12%
3,523
MSFT icon
34
Microsoft
MSFT
$3.08T
$566K 0.09%
1,524
+33
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$736B
$542K 0.09%
827
+2
DJP icon
36
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$847M
$413K 0.07%
8,716
GLD icon
37
SPDR Gold Trust
GLD
$155B
$411K 0.07%
946
AMZN icon
38
Amazon
AMZN
$2.88T
$400K 0.07%
1,895
+98
NYF icon
39
iShares New York Muni Bond ETF
NYF
$1.25B
$392K 0.06%
7,372
+37
GWX icon
40
State Street SPDR S&P International Small Cap ETF
GWX
$914M
$386K 0.06%
8,949
-211
RSP icon
41
Invesco S&P 500 Equal Weight ETF
RSP
$87.8B
$377K 0.06%
1,959
+7
AOR icon
42
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.49B
$376K 0.06%
5,807
-475
BNDX icon
43
Vanguard Total International Bond ETF
BNDX
$77.6B
$373K 0.06%
7,770
+781
MU icon
44
Micron Technology
MU
$611B
$364K 0.06%
1,000
GOOG icon
45
Alphabet (Google) Class C
GOOG
$4.64T
$355K 0.06%
1,207
-124
VT icon
46
Vanguard Total World Stock ETF
VT
$68.5B
$354K 0.06%
2,537
-67
AVGO icon
47
Broadcom
AVGO
$1.99T
$321K 0.05%
1,024
+217
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$41.3B
$300K 0.05%
5,095
+584
WOOD icon
49
iShares Global Timber & Forestry ETF
WOOD
$252M
$266K 0.04%
3,731
WMT icon
50
Walmart Inc
WMT
$1.05T
$255K 0.04%
2,063
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