BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+5.38%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$224M
AUM Growth
+$16.5M
Cap. Flow
+$5.64M
Cap. Flow %
2.52%
Top 10 Hldgs %
87.86%
Holding
31
New
2
Increased
21
Reduced
8
Closed
–

Top Buys

1
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$1.38M
2
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$1.35M
3
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$988K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$689K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$407K

Top Sells

1
GWX icon
SPDR S&P International Small Cap ETF
GWX
$321K
2
AAPL icon
Apple
AAPL
$116K
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$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 Shares
Change % 		Capital Flow
AOA icon
26
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
$411K 0.18%
7,089
-20
-0.3% -$1.16K
BNDX icon
27
Vanguard Total International Bond ETF
BNDX
$68B
$345K 0.15%
6,101
-37
-0.6% -$2.09K
PRFZ icon
28
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.52B
$345K 0.15%
12,605
+25
+0.2% +$684
VT icon
29
Vanguard Total World Stock ETF
VT
$51.4B
$338K 0.15%
4,167
-3
-0.1% -$243
AAPL icon
30
Apple
AAPL
$3.54T
$287K 0.13%
3,912
-1,576
-29% -$116K
AOR icon
31
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.67B
$278K 0.12%
5,809
+184
+3% +$8.81K
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