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
$311M
AUM Growth
-$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$1.52M
3
+$1.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.26M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$868K

Top Sells

1
+$33.8M
2
+$1.49M
3
+$1.13M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$972K
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$917K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.46%
3 Consumer Staples 0%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$542K 0.17%
2,088
+4
27
$489K 0.16%
15,326
+610
28
$463K 0.15%
8,126
+131
29
$399K 0.13%
6,614
+273
30
$371K 0.12%
11,550
+1,100
31
$307K 0.1%
6,164
+3
32
$301K 0.1%
1,072
+4
33
$289K 0.09%
3,365
-11
34
$255K 0.08%
5,286
+5
35
$227K 0.07%
+2,166
36
$224K 0.07%
6,468
-3,385
37
$222K 0.07%
7,688
38
$204K 0.07%
7,697
-1,273,420
39
$99K 0.03%
+10,000
40
– –
-31,913
41
– –
-12,353
42
– –
-1,030
43
– –
-10,000
1
2