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
$359M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.21M
3
+$1.83M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.73M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M

Top Sells

1
+$2.33M
2
+$228K
3
+$39.5K
4
BND icon
Vanguard Total Bond Market
BND
+$26.5K
5
MSFT icon
Microsoft
MSFT
+$3.02K

Sector Composition

1 Technology 0.59%
2 Consumer Staples 0.07%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$722K 0.2%
2,148
-9
27
$584K 0.16%
14,493
+56
28
$566K 0.16%
7,985
+144
29
$530K 0.15%
13,815
+155
30
$443K 0.12%
6,084
-18
31
$394K 0.11%
9,924
+389
32
$385K 0.11%
3,587
+58
33
$340K 0.09%
6,159
+46
34
$290K 0.08%
7,688
+131
35
$287K 0.08%
5,029
+54
36
$283K 0.08%
9,853
37
$246K 0.07%
2,900
-312
38
$238K 0.07%
1,030
39
$99.4K 0.03%
10,000
40
– –
-2,123
1
2