BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$606M
1-Year Est. Return
14.18%
This Fund
S&P 500
1 Year Est. Return
+14.18%
AUM
$606M
AUM Growth
+$11.1M
(+1.9%)
Holding
53
Top Buys
| 1 | +$2.44M | |
| 2 | +$2.43M | |
| 3 | +$1.16M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.02M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$787K |
Top Sells
| 1 | +$7.22M | |
| 2 | +$756K | |
| 3 | +$247K | |
| 4 |
Ginkgo Bioworks
DNA
|
+$221K |
| 5 |
Vanguard ESG International Stock ETF
VSGX
|
+$41.1K |
Sector Composition
| 1 | Technology | 2.85% |
| 2 | Consumer Discretionary | 0.14% |
| 3 | Industrials | 0.13% |
| 4 | Communication Services | 0.07% |
| 5 | Consumer Staples | 0.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street Energy Select Sector SPDR ETF
XLE
$32.3B
| $202K | 0.03% |
4,511
-1
|
|
||
52
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.4B
| – | – |
-78,686
|
|
||
|
53
Ginkgo Bioworks
DNA
$543M
| – | – |
-15,165
|
|