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
$269M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$1.2M
3
+$961K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$938K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$644K

Top Sells

1
+$41.8M
2
+$304K
3
+$293K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$166K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$128K

Sector Composition

1 Technology 0.57%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$480K 0.18%
2,157
-41
27
$424K 0.16%
6,612
-254
28
$386K 0.14%
12,775
+130
29
$357K 0.13%
6,105
+7
30
$342K 0.13%
+3,696
31
$341K 0.13%
9,988
+43
32
$277K 0.1%
5,314
-395
33
$269K 0.1%
6,414
+115
34
$267K 0.1%
7,554
-3,634
35
$239K 0.09%
10,917
+300
36
– –
-3,631
37
– –
-982
1
2