BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $595M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.2M
3
+$8.41M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.3%
2 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.3M 23.98%
+233,861
2
$15.2M 15.01%
+330,145
3
$8.41M 8.32%
+100,675
4
$6.51M 6.43%
+121,296
5
$6.01M 5.94%
+74,687
6
$5.55M 5.48%
+190,385
7
$4.85M 4.8%
+96,680
8
$4.62M 4.57%
+88,994
9
$4.33M 4.28%
+156,006
10
$4.32M 4.27%
+220,120
11
$2.64M 2.61%
+66,271
12
$2.59M 2.56%
+49,190
13
$2.14M 2.11%
+36,296
14
$1.52M 1.5%
+16,160
15
$1.47M 1.45%
+45,962
16
$1.24M 1.23%
+21,766
17
$1.2M 1.19%
+13,933
18
$1.07M 1.06%
+28,574
19
$812K 0.8%
+7,285
20
$513K 0.51%
+4,828
21
$491K 0.49%
+14,052
22
$336K 0.33%
+7,342
23
$303K 0.3%
+11,028
24
$244K 0.24%
+6,142
25
$216K 0.21%
+2,408
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