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
$168M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$302K 0.18%
3,195
-938
27
$275K 0.16%
4,203
-78
28
$266K 0.16%
3,358
-383
29
$230K 0.14%
6,454
-2,900
30
-3,560
31
-4,934
32
-2,610