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
$207M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$858K
3
+$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
+$1.34M
2
+$898K
3
+$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 Change
in Stake 		Capital Flow
26
$319K 0.15%
12,580
-1,720
27
$312K 0.15%
4,170
+58
28
$307K 0.15%
5,488
+4
29
$259K 0.12%
5,625
+1,017
30
– –
-6,028
31
– –
-13,961
32
– –
-29,288
33
– –
-27,508
1
2