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
$237M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$1.38M
3
+$903K
4
REET icon
iShares Global REIT ETF
REET
+$559K
5
MSFT icon
Microsoft
MSFT
+$462K

Top Sells

1
+$6.69M
2
+$928K
3
+$703K
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$160K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$82.9K

Sector Composition

1 Technology 0.58%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$448K 0.19%
7,671
27
$398K 0.17%
6,866
-132
28
$355K 0.15%
6,098
-9
29
$340K 0.14%
11,188
-5,262
30
$296K 0.12%
12,645
+15
31
$293K 0.12%
3,631
+19
32
$277K 0.12%
5,709
-788
33
$264K 0.11%
9,945
+695
34
$224K 0.09%
+6,299
35
$207K 0.09%
10,617
36
$8K ﹤0.01%
982
1
2