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
$455M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$860K
2
+$724K
3
+$500K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$206K
5
DNA icon
Ginkgo Bioworks
DNA
+$203K

Top Sells

1
+$14.3M
2
+$6.53M
3
+$5.27M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.78M
5
MUB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$793K 0.17%
10,115
+6,377
27
$638K 0.14%
9,447
+250
28
$628K 0.14%
30,912
-9,135
29
$613K 0.13%
1,372
-134
30
$533K 0.12%
7,131
-129
31
$506K 0.11%
13,151
-500
32
$471K 0.1%
14,054
-781
33
$391K 0.09%
3,164
-115,893
34
$383K 0.08%
704
-101
35
$378K 0.08%
6,717
-537
36
$340K 0.07%
6,367
-164
37
$324K 0.07%
10,204
-102
38
$313K 0.07%
2,776
+109
39
$269K 0.06%
1,466
+2
40
$255K 0.06%
840
-22
41
$232K 0.05%
7,241
-1,475
42
$206K 0.05%
+2,256
43
$206K 0.05%
1,068
-192
44
$205K 0.05%
4,209
-2,625
45
$203K 0.04%
+606,634
46
$201K 0.04%
1,222
-487
47
$75K 0.02%
10,742
-9,459
48
– –
-6,627
49
– –
-920
1
2