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
$115M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.16M
3
+$989K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$621K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$620K

Top Sells

1
+$1.18M
2
+$925K
3
+$549K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$313K
5
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$186K

Sector Composition

1 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 31.69%
339,769
+30,438
2
$17.3M 15.09%
404,514
+12,903
3
$13.6M 11.82%
161,120
+11,734
4
$10.1M 8.76%
180,747
+11,136
5
$6.12M 5.32%
71,596
+13,541
6
$5.98M 5.2%
73,723
+1,476
7
$4.88M 4.25%
197,428
+25,093
8
$4.23M 3.68%
84,034
-3,334
9
$3.09M 2.69%
58,557
-3,025
10
$2.31M 2.01%
65,499
-3,921
11
$1.73M 1.51%
38,302
-4,101
12
$1.23M 1.07%
13,222
-3,359
13
$1.18M 1.02%
10,321
+1,323
14
$1.03M 0.9%
26,660
+648
15
$991K 0.86%
17,070
-9,458
16
$942K 0.82%
17,162
-142
17
$794K 0.69%
40,790
-60,595
18
$677K 0.59%
19,189
+74
19
$625K 0.54%
21,874
-32,366
20
$456K 0.4%
9,951
+171
21
$433K 0.38%
10,817
+1,945
22
$354K 0.31%
3,329
-191
23
$228K 0.2%
5,266
-196
24
$218K 0.19%
9,120
+56