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
$221M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$922K
3
+$707K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$615K
5
REET icon
iShares Global REIT ETF
REET
+$514K

Top Sells

1
+$425K
2
+$278K
3
+$65.3K
4
VT icon
Vanguard Total World Stock ETF
VT
+$55.2K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$19.8K

Sector Composition

1 Technology 0.33%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$418K 0.19%
7,671
+73
27
$384K 0.17%
6,998
-103
28
$353K 0.16%
6,107
+3
29
$301K 0.14%
6,497
-245
30
$282K 0.13%
12,630
31
$270K 0.12%
3,612
-738
32
$232K 0.1%
+9,250
33
$187K 0.08%
+10,617
34
$7K ﹤0.01%
982
1
2