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
$348M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$60.8K
3
+$50K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$33.5K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.47K

Top Sells

1
+$1.44M
2
+$753K
3
+$662K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$584K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$394K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$618K 0.18%
29,745
27
$591K 0.17%
17,950
-205
28
$582K 0.17%
2,018
-25
29
$559K 0.16%
9,017
30
$460K 0.13%
7,240
+528
31
$434K 0.12%
12,762
-2,581
32
$423K 0.12%
16,388
+66
33
$367K 0.11%
11,668
-938
34
$294K 0.08%
9,490
35
$264K 0.08%
5,270
-24
36
$260K 0.07%
2,827
-56
37
$254K 0.07%
5,201
+194
38
$227K 0.07%
2,165
+6
39
$208K 0.06%
728
-351
40
$103K 0.03%
10,000
1
2