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
$100M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$697K
3
+$602K
4
BND icon
Vanguard Total Bond Market
BND
+$556K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$518K

Top Sells

1
+$519K
2
+$507K
3
+$314K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$201K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$111K

Sector Composition

1 Technology 0.29%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.2M 25.12%
260,057
+7,270
2
$15.1M 15%
360,152
+12,397
3
$11.3M 11.24%
137,937
+6,800
4
$8.61M 8.58%
162,553
+11,368
5
$6.12M 6.1%
76,148
+890
6
$5.68M 5.66%
233,756
+236
7
$4.13M 4.11%
92,484
+361
8
$3.83M 3.81%
74,324
-2,151
9
$3.72M 3.71%
206,225
-28,720
10
$2.34M 2.33%
89,618
-19,426
11
$2.25M 2.24%
69,876
+1,910
12
$2.01M 2%
36,935
+724
13
$1.95M 1.94%
44,132
-788
14
$1.89M 1.89%
23,572
+8,678
15
$1.54M 1.54%
17,275
+301
16
$919K 0.92%
26,388
-16
17
$916K 0.91%
17,651
-795
18
$902K 0.9%
8,229
+306
19
$608K 0.61%
18,073
-177
20
$439K 0.44%
4,145
-92
21
$386K 0.38%
8,992
+543
22
$296K 0.29%
10,840
+48
23
$278K 0.28%
7,356
+375
24
– –
-4,738
25
– –
-10,244
1
2