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
$204M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.53M
3
+$1.27M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$716K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$675K

Top Sells

1
+$13.2M
2
+$1.51M
3
+$635K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$22.5K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$21.1K

Sector Composition

1 Technology 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$374K 0.18%
3,521
+59
27
$365K 0.18%
14,300
-135
28
$353K 0.17%
6,157
-74
29
$312K 0.15%
4,112
+31
30
$304K 0.15%
13,961
-1,032
31
$278K 0.14%
+5,484
32
$234K 0.11%
6,028
-512
33
$211K 0.1%
4,608
-177
1
2