BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$595M
1-Year Est. Return
11.49%
1 Year Est. Return
+11.49%
AUM
$595M
AUM Growth
+$39.6M
(+7.1%)
Holding
51
Top Buys
| 1 | +$4.36M | |
| 2 | +$2.47M | |
| 3 | +$2.42M | |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$1.28M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$1.22M |
Top Sells
| 1 | +$3.34M | |
| 2 | +$3.19M | |
| 3 | +$1.1M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$400K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
51
Accenture
ACN
$155B
| – | – |
-695
|
|