BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $606M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$9.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$6.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.95M

Top Sells

1
+$1.45M
2
+$479K
3
+$424K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$206K
5
DNA icon
Ginkgo Bioworks
DNA
+$203K

Sector Composition

1 Technology 2.62%
2 Consumer Discretionary 0.08%
3 Communication Services 0.04%
4 Consumer Staples 0.04%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$763K 0.14%
1,535
+163
27
$722K 0.13%
9,341
-106
28
$710K 0.13%
3,462
-538
29
$677K 0.12%
16,390
+3,239
30
$658K 0.12%
7,887
+756
31
$578K 0.1%
14,765
+711
32
$500K 0.09%
810
+106
33
$472K 0.09%
+9,507
34
$447K 0.08%
7,260
+543
35
$372K 0.07%
10,016
-188
36
$370K 0.07%
7,465
+3,256
37
$362K 0.07%
1,990
+768
38
$360K 0.06%
6,895
+528
39
$349K 0.06%
1,591
+523
40
$334K 0.06%
2,598
-178
41
$296K 0.05%
8,716
+1,475
42
$280K 0.05%
+920
43
$264K 0.05%
3,596
-6,519
44
$236K 0.04%
1,330
-136
45
$234K 0.04%
+2,390
46
$208K 0.04%
695
-145
47
$85K 0.02%
21,092
+10,350
48
– –
-606,634
49
– –
-4,512
50
$0 ﹤0.01%
159,682
-46,399
1
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