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
$109M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.32M
3
+$1.07M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1M
5
BND icon
Vanguard Total Bond Market
BND
+$767K

Top Sells

1
+$2.07M
2
+$709K
3
+$546K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$457K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$424K

Sector Composition

1 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 29.76%
309,331
+37,116
2
$17M 15.62%
391,611
+24,709
3
$12.3M 11.32%
149,386
+9,279
4
$9.26M 8.49%
169,611
+3,787
5
$5.82M 5.33%
72,247
-2,106
6
$4.79M 4.39%
58,055
+15,979
7
$4.27M 3.91%
87,368
-2,217
8
$3.71M 3.41%
172,335
-25,341
9
$3.22M 2.95%
61,582
-7,460
10
$2.4M 2.2%
69,420
+558
11
$2.01M 1.84%
42,403
-37
12
$1.91M 1.75%
101,385
-37,680
13
$1.56M 1.43%
16,581
-730
14
$1.53M 1.4%
26,528
-7,917
15
$1.51M 1.38%
54,240
-15,280
16
$1M 0.92%
+8,998
17
$999K 0.92%
26,012
-53,988
18
$934K 0.86%
17,304
+370
19
$666K 0.61%
19,115
+960
20
$444K 0.41%
+9,780
21
$373K 0.34%
+3,520
22
$350K 0.32%
+8,872
23
$248K 0.23%
+9,064
24
$233K 0.21%
+5,462