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
$391M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.14M
3
+$3.97M
4
DM
Desktop Metal, Inc.
DM
+$3.65M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Top Sells

1
+$1.15M
2
+$227K
3
+$223K

Sector Composition

1 Industrials 0.93%
2 Technology 0.59%
3 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.28%
12,835
+150
27
$813K 0.21%
23,670
+5,720
28
$691K 0.18%
2,029
+11
29
$600K 0.15%
29,745
30
$573K 0.15%
9,158
+141
31
$490K 0.13%
7,393
+153
32
$471K 0.12%
13,264
+502
33
$420K 0.11%
16,544
+156
34
$406K 0.1%
12,836
+1,168
35
$375K 0.1%
7,672
+2,471
36
$290K 0.07%
9,490
37
$283K 0.07%
5,502
+232
38
$278K 0.07%
2,869
+42
39
$226K 0.06%
731
+3
40
$220K 0.06%
+7,194
41
$108K 0.03%
10,000
42
– –
-2,165
1
2