BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+3.49%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$157M
AUM Growth
+$7.66M
Cap. Flow
+$2.59M
Cap. Flow %
1.65%
Top 10 Hldgs %
82.39%
Holding
32
New
11
Increased
2
Reduced
16
Closed
3

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$42M
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$17.3M
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$15.2M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
$10.1M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$6.82M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$40.3M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
$17.6M
3
BND icon
Vanguard Total Bond Market
BND
$15.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
$10.1M
5
VXF icon
Vanguard Extended Market ETF
VXF
$7.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SHM icon
26
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$311K 0.2%
+6,491
New +$311K
AOR icon
27
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.67B
$300K 0.19%
6,673
-771
-10% -$34.7K
SUB icon
28
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$273K 0.17%
2,606
+1
+0% +$105
STPZ icon
29
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$437M
$235K 0.15%
4,518
-4,313
-49% -$224K
RWO icon
30
SPDR Dow Jones Global Real Estate ETF
RWO
$1.12B
– –
-93,181
Closed -$4.45M
VNQ icon
31
Vanguard Real Estate ETF
VNQ
$34.1B
– –
-5,043
Closed -$357K
WIP icon
32
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$336M
– –
-3,601
Closed -$206K
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