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
$224M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

1 +$321K
2 +$116K
3 +$104K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$35K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$26.9K

Sector Composition

1 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$411K 0.18%
7,089
-20
27
$345K 0.15%
12,605
+25
28
$345K 0.15%
6,101
-37
29
$338K 0.15%
4,167
-3
30
$287K 0.13%
3,912
-1,576
31
$278K 0.12%
5,809
+184