BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
1-Year Return 11.01%
This Quarter Return
+2.18%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$204M
AUM Growth
+$12.3M
Cap. Flow
-$4.83M
Cap. Flow %
-2.36%
Top 10 Hldgs %
87.39%
Holding
33
New
1
Increased
22
Reduced
10
Closed
–

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$2.66M
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$1.53M
3
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
$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
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$13.2M
2
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$1.51M
3
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
$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 Shares
Change % 		Capital Flow
VSS icon
26
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.67B
$374K 0.18%
3,521
+59
+2% +$6.27K
PRFZ icon
27
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.55B
$365K 0.18%
14,300
-135
-0.9% -$3.45K
BNDX icon
28
Vanguard Total International Bond ETF
BNDX
$68.2B
$353K 0.17%
6,157
-74
-1% -$4.24K
VT icon
29
Vanguard Total World Stock ETF
VT
$51.8B
$312K 0.15%
4,112
+31
+0.8% +$2.35K
DJP icon
30
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$583M
$304K 0.15%
13,961
-1,032
-7% -$22.5K
AAPL icon
31
Apple
AAPL
$3.56T
$278K 0.14%
+5,484
New +$278K
AOM icon
32
iShares Core Moderate Allocation ETF
AOM
$1.58B
$234K 0.11%
6,028
-512
-8% -$19.9K
AOR icon
33
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.69B
$211K 0.1%
4,608
-177
-4% -$8.11K
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