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
$107M
AUM Growth
-$277K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$1.13M
3
+$850K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$808K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$630K

Top Sells

1
+$485K
2
+$453K
3
+$347K
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$92K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$45.2K

Sector Composition

1 Technology 0.31%
2 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27M 25.24%
252,787
+7,571
2
$16.9M 15.78%
347,755
+7,022
3
$10.7M 9.98%
131,137
+13,888
4
$7.89M 7.38%
151,185
+16,286
5
$6.65M 6.22%
233,520
+22,135
6
$6.04M 5.65%
+75,258
7
$4.87M 4.55%
234,945
+5,835
8
$4.21M 3.94%
92,123
-988
9
$3.99M 3.73%
76,475
-8,678
10
$2.85M 2.66%
109,044
-13,298
11
$2.74M 2.57%
67,966
+60
12
$2.36M 2.21%
44,920
-1,749
13
$2.22M 2.08%
36,211
-81
14
$1.72M 1.61%
16,974
+460
15
$1.36M 1.28%
14,894
+876
16
$1.01M 0.95%
18,446
-504
17
$1M 0.94%
26,404
-748
18
$860K 0.8%
7,923
+417
19
$643K 0.6%
18,250
+1,198
20
$448K 0.42%
4,237
-27
21
$399K 0.37%
8,449
+331
22
$336K 0.31%
10,792
+44
23
$314K 0.29%
10,244
-15,813
24
$232K 0.22%
6,981
+414
25
$201K 0.19%
4,738
-106
1
2