BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
-1%
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
+$2.59M
Cap. Flow %
2.42%
Top 10 Hldgs %
85.14%
Holding
27
New
2
Increased
14
Reduced
10
Closed
1

Top Buys

1
BSV icon
Vanguard Short-Term Bond ETF
BSV
$6.04M
2
BND icon
Vanguard Total Bond Market
BND
$1.13M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
$850K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
$808K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$630K

Top Sells

1
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$485K
2
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$453K
3
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$347K
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
$92K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
$45.2K

Sector Composition

1 Technology 0.31%
2 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ALKS icon
26
Alkermes
ALKS
$4.95B
$31K 0.03%
+500
New +$31K
1
2