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
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$15.2M
3 +$8.41M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.3%
2 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$203K 0.2%
+4,830
27
$112K 0.11%
+988