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
$595M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.47M
3
+$2.42M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.28M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.22M

Top Sells

1
+$3.34M
2
+$3.19M
3
+$1.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$400K
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
DM
51
DELISTED
Desktop Metal, Inc.
DM
– –
-159,682
1 2
3