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
$379M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.83M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.19M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$532K

Top Sells

1
+$5.61M
2
+$846K
3
+$753K
4
AAPL icon
Apple
AAPL
+$430K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$294K

Sector Composition

1 Industrials 0.79%
2 Technology 0.43%
3 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.28%
13,186
+351
27
$794K 0.21%
4,637
-2,510
28
$628K 0.17%
29,745
29
$599K 0.16%
1,896
-133
30
$549K 0.14%
9,158
31
$471K 0.12%
7,421
+28
32
$426K 0.11%
12,655
-609
33
$421K 0.11%
17,299
+755
34
$408K 0.11%
8,526
+854
35
$374K 0.1%
12,335
-501
36
$314K 0.08%
+6,163
37
$277K 0.07%
5,616
+114
38
$275K 0.07%
9,446
-44
39
$272K 0.07%
+637
40
$264K 0.07%
2,828
-41
41
$231K 0.06%
7,194
42
$225K 0.06%
731
43
$204K 0.05%
+2,256
44
– –
-10,000
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