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
$349M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.6M
3
+$2.28M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.26M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.1M

Top Sells

1
+$152M
2
+$2.59M
3
+$309K
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$59.7K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$51.6K

Sector Composition

1 Technology 0.68%
2 Consumer Staples 0.06%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$642K 0.18%
2,084
-64
27
$632K 0.18%
17,310
+3,495
28
$560K 0.16%
14,716
+223
29
$532K 0.15%
7,995
+10
30
$437K 0.13%
6,341
+257
31
$384K 0.11%
10,450
+526
32
$364K 0.1%
9,853
33
$360K 0.1%
+1,068
34
$342K 0.1%
3,376
-211
35
$323K 0.09%
6,161
+2
36
$285K 0.08%
5,281
+252
37
$270K 0.08%
7,688
38
$240K 0.07%
3,012
+112
39
$219K 0.06%
1,030
40
$99K 0.03%
10,000
1
2