BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$555M
This Quarter Return
-6.31%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-6.1%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
85.67%
Holding
26
New
–
Increased
15
Reduced
8
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$705K |
| 2 |
Vanguard Extended Market ETF
VXF
|
$697K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$602K |
| 4 |
Vanguard Total Bond Market
BND
|
$556K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$518K |
Top Sells
Sector Composition
| 1 | Technology | 0.29% |
| 2 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alkermes
ALKS
$4.95B
| – | – |
-500
| Closed | -$31K |
|