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
$514M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.83M
3
+$3.48M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.18M

Top Sells

1
+$6.36M
2
+$512K
3
+$502K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$409K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$206K

Sector Composition

1 Technology 3.4%
2 Industrials 0.19%
3 Consumer Discretionary 0.06%
4 Communication Services 0.05%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$686K 0.13%
9,447
27
$652K 0.13%
1,516
+144
28
$632K 0.12%
30,912
29
$570K 0.11%
13,631
+480
30
$562K 0.11%
7,119
-12
31
$530K 0.1%
14,544
+490
32
$405K 0.08%
706
+2
33
$401K 0.08%
6,763
+46
34
$361K 0.07%
4,185
-5,930
35
$351K 0.07%
10,294
+90
36
$346K 0.07%
6,373
+6
37
$327K 0.06%
2,732
-44
38
$305K 0.06%
862
+22
39
$295K 0.06%
1,648
+426
40
$292K 0.06%
5,807
+1,598
41
$269K 0.05%
8,357
+1,116
42
$252K 0.05%
1,509
+43
43
$224K 0.04%
+920
44
$224K 0.04%
1,204
+136
45
$124K 0.02%
15,165
-1
46
$108K 0.02%
20,201
+9,459
47
– –
-2,256
48
– –
-65,843
1
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