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
$515M
AUM Growth
+$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.18M
3
+$2.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.48M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.08M

Top Sells

1
+$1.32M
2
+$906K
3
+$313K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$256K
5
DNA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 0.15%
40,047
+9,135
27
$635K 0.12%
1,506
-10
28
$608K 0.12%
9,197
-250
29
$574K 0.11%
13,651
+20
30
$556K 0.11%
7,260
+141
31
$495K 0.1%
14,835
+291
32
$482K 0.09%
206,081
33
$472K 0.09%
805
+99
34
$416K 0.08%
7,254
+491
35
$348K 0.07%
6,531
+158
36
$335K 0.07%
6,834
+1,027
37
$332K 0.06%
+6,627
38
$319K 0.06%
10,306
+12
39
$313K 0.06%
2,667
-65
40
$303K 0.06%
862
41
$300K 0.06%
1,709
+61
42
$285K 0.06%
3,738
-447
43
$280K 0.05%
8,716
+359
44
$279K 0.05%
1,464
-45
45
$276K 0.05%
1,260
+56
46
$223K 0.04%
920
47
$77K 0.02%
20,201
48
– –
-15,165
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