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
$107M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$6.01M
2 +$892K
3 +$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 Change
in Stake
Capital Flow
26
-988
27
-74,687