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
$192M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$374K 0.19%
14,435
-740
27
$365K 0.19%
3,462
+267
28
$346K 0.18%
6,231
-383
29
$342K 0.18%
14,993
-2,681
30
$302K 0.16%
4,081
-122
31
$249K 0.13%
6,540
+86
32
$215K 0.11%
+4,785
33
-3,358