BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $611M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$2.44M
3
+$2.41M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.23M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.22M

Top Sells

1
+$3.21M
2
+$3.14M
3
+$1.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$381K
5
ACN icon
Accenture
ACN
+$208K

Sector Composition

1 Technology 2.82%
2 Consumer Discretionary 0.1%
3 Communication Services 0.05%
4 Healthcare 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$863K 0.15%
40,047
27
$860K 0.14%
19,080
+2,690
28
$817K 0.14%
3,209
-253
29
$793K 0.13%
1,531
-4
30
$771K 0.13%
9,341
31
$764K 0.13%
8,663
+776
32
$754K 0.13%
17,359
+2,594
33
$541K 0.09%
812
+2
34
$432K 0.07%
6,705
-555
35
$402K 0.07%
10,016
36
$379K 0.06%
1,997
+7
37
$378K 0.06%
7,641
+176
38
$371K 0.06%
6,949
+54
39
$366K 0.06%
1,665
+74
40
$359K 0.06%
2,605
+7
41
$327K 0.06%
920
42
$324K 0.05%
1,331
+1
43
$309K 0.05%
8,716
44
$264K 0.04%
3,595
-1
45
$225K 0.04%
19,342
-1,750
46
$221K 0.04%
+15,165
47
$213K 0.04%
2,063
-327
48
$206K 0.03%
+2,207
49
$202K 0.03%
+4,512
50
– –
-159,682
1
2
3