BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$555M
This Quarter Return
-1.49%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$455M
AUM Growth
+$455M
(-12%)
Cap. Flow
-$40.2M
Cap. Flow
% of AUM
-8.84%
Top 10 Holdings %
Top 10 Hldgs %
87.22%
Holding
49
New
2
Increased
7
Reduced
37
Closed
2
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$14.3M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.53M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.27M |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
$4.78M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$2.63M |
Sector Composition
| 1 | Technology | 0.46% |
| 2 | Industrials | 0.19% |
| 3 | Consumer Discretionary | 0.06% |
| 4 | Communication Services | 0.06% |
| 5 | Healthcare | 0.04% |
