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
+$902K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.28M
3
+$775K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$296K
5
BND icon
Vanguard Total Bond Market
BND
+$175K

Top Sells

1
+$1.27M
2
+$902K
3
+$772K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$519K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$439K

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.7M 28.31%
272,215
+12,158
2
$16.1M 15.89%
366,902
+6,750
3
$11.3M 11.15%
140,107
+2,170
4
$8.75M 8.65%
165,824
+3,271
5
$5.91M 5.84%
74,353
-1,795
6
$4.23M 4.18%
197,676
-36,080
7
$4.23M 4.18%
89,585
-2,899
8
$3.55M 3.51%
42,076
+18,504
9
$3.53M 3.49%
69,042
-5,282
10
$2.63M 2.6%
139,065
-67,160
11
$2.25M 2.22%
68,862
-1,014
12
$2.06M 2.04%
42,440
-1,692
13
$2M 1.98%
34,445
-2,490
14
$1.8M 1.77%
69,520
-20,098
15
$1.62M 1.6%
17,311
+36
16
$1.16M 1.14%
80,000
+53,612
17
$854K 0.84%
16,934
-717
18
$620K 0.61%
18,155
+82
19
– –
-4,145
20
– –
-8,229
21
– –
-7,356
22
– –
-8,992
23
– –
-10,840