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
$126M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$591K
3
+$543K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$349K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$342K

Top Sells

1
+$351K
2
+$323K
3
+$280K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$240K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$177K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.5M 35.22%
385,601
+16,189
2
$18.3M 14.52%
415,087
+2,577
3
$14.3M 11.32%
176,986
+7,310
4
$10.8M 8.59%
199,678
+10,000
5
$7.77M 6.15%
80,978
+1,536
6
$6.26M 4.96%
78,845
+2,649
7
$4.39M 3.48%
181,188
-11,555
8
$4.08M 3.23%
87,080
+1,553
9
$3.24M 2.57%
90,536
+9,557
10
$2.75M 2.18%
52,445
-6,146
11
$2.08M 1.64%
38,707
-1,014
12
$1.55M 1.22%
14,295
+3,227
13
$1.36M 1.08%
33,074
+5,524
14
$1.29M 1.02%
13,680
-536
15
$854K 0.68%
16,424
-1,124
16
$522K 0.41%
8,551
-2,904
17
$521K 0.41%
14,789
-4,543
18
$484K 0.38%
10,244
+227
19
$445K 0.35%
10,969
-229
20
$389K 0.31%
16,870
-7,305
21
$351K 0.28%
3,344
+8
22
– –
-5,266
23
– –
-12,171