BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$555M
This Quarter Return
-1.21%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$515M
AUM Growth
+$515M
(+0.19%)
Cap. Flow
+$8.3M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
84.88%
Holding
49
New
2
Increased
29
Reduced
12
Closed
2
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$6.96M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.18M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$2.56M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.48M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.08M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.32M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$906K |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$313K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$256K |
| 5 |
Ginkgo Bioworks
DNA
|
$124K |
Sector Composition
| 1 | Technology | 3.47% |
| 2 | Industrials | 0.09% |
| 3 | Consumer Discretionary | 0.07% |
| 4 | Communication Services | 0.05% |
| 5 | Healthcare | 0% |
