BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$555M
This Quarter Return
+5.47%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(+7.2%)
Cap. Flow
+$4.88M
Cap. Flow
% of AUM
2.06%
Top 10 Holdings %
Top 10 Hldgs %
86.65%
Holding
36
New
2
Increased
21
Reduced
9
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$7.61M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.38M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$903K |
| 4 |
Apple
AAPL
|
$687K |
| 5 |
iShares Global REIT ETF
REET
|
$559K |
Top Sells
Sector Composition
| 1 | Technology | 0.58% |
| 2 | Consumer Discretionary | 0% |
