BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$555M
This Quarter Return
+3.96%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$307M
AUM Growth
+$307M
(+14%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
9.3%
Top 10 Holdings %
Top 10 Hldgs %
85.73%
Holding
38
New
3
Increased
22
Reduced
7
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$22.1M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$4.79M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$3.84M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$3.63M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.73M |
Top Sells
Sector Composition
| 1 | Technology | 0.47% |
| 2 | Consumer Staples | 0.07% |
| 3 | Financials | 0.03% |
