BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$611M
1-Year Est. Return
14.01%
This Fund
S&P 500
1 Year Est. Return
+14.01%
AUM
$611M
AUM Growth
+$5.03M
(+0.83%)
Holding
56
Top Buys
| 1 | +$11.7M | |
| 2 | +$9.21M | |
| 3 | +$1.3M | |
| 4 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$825K |
| 5 |
iShares Global REIT ETF
REET
|
+$303K |
Top Sells
| 1 | +$9.13M | |
| 2 | +$1.49M | |
| 3 | +$559K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$432K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$395K |
Sector Composition
| 1 | Technology | 2.68% |
| 2 | Consumer Discretionary | 0.13% |
| 3 | Industrials | 0.12% |
| 4 | Communication Services | 0.06% |
| 5 | Consumer Staples | 0.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Silver Trust
SLV
$38.7B
| $230K | 0.04% |
+3,390
|
|
||
52
Hasbro
HAS
$13.5B
| $221K | 0.04% |
2,466
|
|
||
53
iShares MSCI EAFE ETF
EFA
$75.3B
| $221K | 0.04% |
2,238
|
|
||
54
Vanguard FTSE Developed Markets ETF
VEA
$220B
| $203K | 0.03% |
+3,125
|
|
||
|
JMIA
55
Jumia Technologies
JMIA
$871M
| $144K | 0.02% |
20,892
+1,800
|
|
||
56
Ginkgo Bioworks
DNA
$632M
| $96.8K | 0.02% |
+15,165
|
|