BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
-0.7%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
Cap. Flow
+$3.71M
Cap. Flow %
2.32%
Top 10 Hldgs %
83.91%
Holding
29
New
–
Increased
16
Reduced
12
Closed
1

Top Buys

1
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$1.89M
2
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$1.43M
3
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
$698K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$619K

Top Sells

1
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$1.1M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
$1.02M
3
BND icon
Vanguard Total Bond Market
BND
$423K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
$403K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$235K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PRFZ icon
26
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.52B
$355K 0.22%
13,775
-725
-5% -$18.7K
SUB icon
27
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$273K 0.17%
2,607
+1
+0% +$105
AOR icon
28
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.67B
$264K 0.17%
5,932
-741
-11% -$33K
STPZ icon
29
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$437M
– –
-4,518
Closed -$235K
1
2