BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+2.58%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$184M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow %
100%
Top 10 Hldgs %
87.01%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$56.5M
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$23.1M
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$18.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
$16.1M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VT icon
26
Vanguard Total World Stock ETF
VT
$51.6B
$324K 0.18% +4,281 New +$324K
BND icon
27
Vanguard Total Bond Market
BND
$134B
$294K 0.16% +3,741 New +$294K
SUB icon
28
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$273K 0.15% +2,610 New +$273K
AOR icon
29
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.68B
$221K 0.12% +4,934 New +$221K
AAPL icon
30
Apple
AAPL
$3.45T
$204K 0.11% +890 New +$204K
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