BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$555M
This Quarter Return
+13.69%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(+20%)
Cap. Flow
+$6.75M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
87.09%
Holding
34
New
2
Increased
23
Reduced
7
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.33% |
| 2 | Consumer Discretionary | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
| $418K | 0.19% | 7,671 +73 | +1% | +$3.98K |
|
27
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
| $384K | 0.17% | 6,998 -103 | -1% | -$5.65K |
|
28
Vanguard Total International Bond ETF
BNDX
$68.3B
| $353K | 0.16% | 6,107 +3 | +0% | +$173 |
|
29
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.68B
| $301K | 0.14% | 6,497 -245 | -4% | -$11.4K |
|
30
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.54B
| $282K | 0.13% | 2,526 | – | – |
|
31
Vanguard Total World Stock ETF
VT
$51.6B
| $270K | 0.12% | 3,612 -738 | -17% | -$55.2K |
|
32
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
| $232K | 0.1% | +9,250 | New | +$232K |
|
33
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$583M
| $187K | 0.08% | +10,617 | New | +$187K |
|
34
Civeo
CVEO
$298M
| $7K | ﹤0.01% | 11,785 | – | – |
|