BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
-14.18%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
Cap. Flow
+$2.16M
Cap. Flow %
1.18%
Top 10 Hldgs %
88.13%
Holding
32
New
1
Increased
22
Reduced
8
Closed
–

Top Buys

1
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
$1.79M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
$552K
3
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$468K
4
MUB icon
iShares National Muni Bond ETF
MUB
$433K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
$365K

Top Sells

1
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$1.18M
2
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$458K
3
GWX icon
SPDR S&P International Small Cap ETF
GWX
$425K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$421K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$261K

Sector Composition

1 Technology 0.12%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IXUS icon
26
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
$340K 0.18% 7,598 +1 +0% +$45
AOA icon
27
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
$327K 0.18% 7,101 +12 +0.2% +$553
AOR icon
28
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.68B
$273K 0.15% 6,742 +933 +16% +$37.8K
VT icon
29
Vanguard Total World Stock ETF
VT
$51.6B
$261K 0.14% 4,350 +183 +4% +$11K
AAPL icon
30
Apple
AAPL
$3.45T
$227K 0.12% 942 -36 -4% -$8.68K
PRFZ icon
31
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.54B
$212K 0.12% 2,526 +5 +0.2% +$420
CVEO icon
32
Civeo
CVEO
$298M
$5K ﹤0.01% +11,785 New +$5K
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