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
$331M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$2.07M
3
+$1.77M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$983K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$900K

Top Sells

1
+$7.12M
2
+$388K
3
+$218K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$50.7K
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$30.6K

Sector Composition

1 Technology 0.51%
2 Consumer Staples 0.08%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$575K 0.17%
7,841
+88
27
$555K 0.17%
13,751
+2,738
28
$494K 0.15%
13,225
+315
29
$431K 0.13%
6,101
-188
30
$397K 0.12%
8,788
+1,770
31
$372K 0.11%
3,587
+9
32
$349K 0.11%
6,110
+3
33
$292K 0.09%
7,557
+3
34
$290K 0.09%
10,679
-238
35
$278K 0.08%
4,973
-240
36
$249K 0.08%
1,030
37
$102K 0.03%
10,000
1
2