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
$337M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$2.87M
3
+$1.85M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.06M

Top Sells

1
+$55K
2
+$49.4K
3
+$42.8K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$20.7K
5
MSFT icon
Microsoft
MSFT
+$10.8K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$577K 0.17%
+6,309
27
$575K 0.17%
18,155
+95
28
$522K 0.15%
9,017
-357
29
$505K 0.15%
15,343
-32
30
$490K 0.15%
2,043
-45
31
$410K 0.12%
+16,322
32
$401K 0.12%
6,712
-14
33
$379K 0.11%
12,606
+653
34
$288K 0.09%
1,079
+4
35
$279K 0.08%
9,490
+1,802
36
$250K 0.07%
5,294
-50
37
$248K 0.07%
2,883
-498
38
$237K 0.07%
5,007
-1,162
39
$225K 0.07%
2,159
-12
40
$101K 0.03%
10,000
1
2