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
$298M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.68M
3
+$1.27M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.12M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$419K

Top Sells

1
+$873K
2
+$544K
3
+$394K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$261K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$251K

Sector Composition

1 Technology 0.66%
2 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$486K 0.16%
2,088
27
$477K 0.16%
9,374
+1,248
28
$472K 0.16%
15,375
+49
29
$373K 0.13%
6,726
+112
30
$331K 0.11%
11,953
+403
31
$294K 0.1%
6,169
+5
32
$277K 0.09%
1,075
+3
33
$267K 0.09%
3,381
+16
34
$239K 0.08%
5,344
+58
35
$223K 0.07%
2,171
+5
36
$200K 0.07%
7,688
37
$99K 0.03%
10,000
38
– –
-7,697
39
– –
-6,468
1
2