BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$555M
This Quarter Return
-9.49%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(-8.6%)
Cap. Flow
+$2.42M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
87.13%
Holding
32
New
2
Increased
14
Reduced
13
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
| $302K | 0.18% | 3,195 -938 | -23% | -$88.7K |
|
27
Vanguard Total World Stock ETF
VT
$51.6B
| $275K | 0.16% | 4,203 -78 | -2% | -$5.1K |
|
28
Vanguard Total Bond Market
BND
$134B
| $266K | 0.16% | 3,358 -383 | -10% | -$30.3K |
|
29
iShares Core Moderate Allocation ETF
AOM
$1.58B
| $230K | 0.14% | 6,454 -2,900 | -31% | -$103K |
|
30
Apple
AAPL
$3.45T
| – | – | -890 | Closed | -$204K |
|
31
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.68B
| – | – | -4,934 | Closed | -$221K |
|
32
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| – | – | -2,610 | Closed | -$273K |
|