BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+0.47%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
Cap. Flow
+$3.38M
Cap. Flow %
1.63%
Top 10 Hldgs %
88.96%
Holding
33
New
–
Increased
22
Reduced
5
Closed
4

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$1.76M
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$858K
3
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
$856K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
$738K
5
MUB icon
iShares National Muni Bond ETF
MUB
$408K

Top Sells

1
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$1.35M
2
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$898K
3
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$304K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
$234K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
$134K

Sector Composition

1 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PRFZ icon
26
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.52B
$319K 0.15%
2,516
-344
-12% -$43.6K
VT icon
27
Vanguard Total World Stock ETF
VT
$51.4B
$312K 0.15%
4,170
+58
+1% +$4.34K
AAPL icon
28
Apple
AAPL
$3.54T
$307K 0.15%
1,372
+1
+0.1% +$224
AOR icon
29
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.67B
$259K 0.12%
5,625
+1,017
+22% +$46.8K
SHM icon
30
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
– –
-27,508
Closed -$1.35M
DJP icon
31
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$586M
– –
-13,961
Closed -$304K
AOM icon
32
iShares Core Moderate Allocation ETF
AOM
$1.58B
– –
-6,028
Closed -$234K
FLRN icon
33
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
– –
-29,288
Closed -$898K
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