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
$124M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$720K
3
+$716K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$501K

Top Sells

1
+$351K
2
+$342K
3
+$280K
4
AAPL icon
Apple
AAPL
+$218K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$110K

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.1M 33.26%
369,412
+29,643
2
$18.7M 15.15%
412,510
+7,996
3
$14.3M 11.55%
169,676
+8,556
4
$10.6M 8.6%
189,678
+8,931
5
$7.25M 5.86%
79,442
+7,846
6
$6.16M 4.98%
76,196
+2,473
7
$4.52M 3.66%
192,743
-4,685
8
$4.26M 3.45%
85,527
+1,493
9
$3.09M 2.5%
58,591
+34
10
$3.05M 2.46%
80,979
+15,480
11
$2M 1.61%
39,721
+1,419
12
$1.42M 1.14%
14,216
+994
13
$1.25M 1.01%
11,068
+747
14
$1.11M 0.9%
27,550
+890
15
$999K 0.81%
17,548
+386
16
$698K 0.56%
19,332
+143
17
$697K 0.56%
11,455
-5,615
18
$510K 0.41%
24,175
-16,615
19
$476K 0.38%
10,017
+66
20
$461K 0.37%
11,198
+381
21
$354K 0.29%
3,336
+7
22
$351K 0.28%
12,171
-9,703
23
$240K 0.19%
5,266
24
– –
-9,120