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
$442M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$2.52M
3
+$2.42M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.09M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.27M

Top Sells

1
+$4.34M
2
+$2.29M
3
+$914K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$421K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$251K

Sector Composition

1 Technology 0.46%
2 Industrials 0.41%
3 Healthcare 0.16%
4 Communication Services 0.06%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$775K 0.18%
4,521
-116
27
$724K 0.16%
1,720
-176
28
$704K 0.16%
15,166
29
$631K 0.14%
9,305
+147
30
$611K 0.14%
30,912
+1,167
31
$531K 0.12%
7,222
-199
32
$525K 0.12%
13,041
+386
33
$439K 0.1%
13,613
+1,278
34
$389K 0.09%
6,980
+1,364
35
$367K 0.08%
702
+65
36
$342K 0.08%
6,360
+197
37
$331K 0.08%
10,193
+747
38
$305K 0.07%
2,762
-66
39
$291K 0.07%
840
+109
40
$261K 0.06%
+2,890
41
$254K 0.06%
+1,665
42
$225K 0.05%
7,241
+47
43
$213K 0.05%
2,256
44
$210K 0.05%
4,276
-4,250
45
$207K 0.05%
+1,170
46
$206K 0.05%
+1,219
47
– –
-17,299
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