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
$184M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$552K
3 +$468K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$433K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$365K

Sector Composition

1 Technology 0.12%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$340K 0.18%
7,598
+1
27
$327K 0.18%
7,101
+12
28
$273K 0.15%
6,742
+933
29
$261K 0.14%
4,350
+183
30
$227K 0.12%
3,768
-144
31
$212K 0.12%
12,630
+25
32
$5K ﹤0.01%
+982