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
$100M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$705K
2 +$697K
3 +$602K
4
BND icon
Vanguard Total Bond Market
BND
+$556K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$518K

Sector Composition

1 Technology 0.29%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-500