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
$307M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$4.79M
3
+$3.84M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.73M

Top Sells

1
+$13.2M
2
+$514K
3
+$342K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$337K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$62.9K

Sector Composition

1 Technology 0.47%
2 Consumer Staples 0.07%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$501K 0.16%
2,162
+5
27
$452K 0.15%
12,910
+135
28
$422K 0.14%
11,013
+1,025
29
$420K 0.14%
6,289
-323
30
$349K 0.11%
6,107
+2
31
$347K 0.11%
+3,578
32
$302K 0.1%
7,018
+604
33
$281K 0.09%
7,554
34
$279K 0.09%
5,213
-101
35
$255K 0.08%
10,917
36
$206K 0.07%
+1,030
37
$101K 0.03%
+10,000
38
– –
-3,696
1
2