BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+1.34%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
Cap. Flow
+$2.47M
Cap. Flow %
2.3%
Top 10 Hldgs %
84.27%
Holding
28
New
1
Increased
14
Reduced
10
Closed
3

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
$1.38M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.24M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
$737K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$593K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
$538K

Top Sells

1
BSV icon
Vanguard Short-Term Bond ETF
BSV
$6.01M
2
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$892K
3
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$603K
4
XOM icon
Exxon Mobil
XOM
$216K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$200K

Sector Composition

1 Technology 0.32%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TIP icon
26
iShares TIPS Bond ETF
TIP
$13.5B
– –
-988
Closed -$112K
XOM icon
27
Exxon Mobil
XOM
$477B
– –
-2,408
Closed -$216K
1
2