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
$335M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.22M
3
+$1.12M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$721K

Top Sells

1
+$864K
2
+$337K
3
+$319K
4
REET icon
iShares Global REIT ETF
REET
+$25.2K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$24.1K

Sector Composition

1 Technology 0.51%
2 Consumer Staples 0.07%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$608K 0.18%
2,157
-9
27
$563K 0.17%
14,437
+686
28
$557K 0.17%
7,841
29
$499K 0.15%
13,660
+435
30
$426K 0.13%
6,102
+1
31
$395K 0.12%
9,535
+747
32
$359K 0.11%
3,529
-58
33
$348K 0.1%
6,113
+3
34
$291K 0.09%
7,557
35
$288K 0.09%
9,853
-826
36
$276K 0.08%
4,975
+2
37
$274K 0.08%
+3,212
38
$236K 0.07%
1,030
39
$228K 0.07%
+2,123
40
$100K 0.03%
10,000
1
2