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
$130M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.67M
3
+$868K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$676K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$575K

Top Sells

1
+$989K
2
+$206K
3
+$114K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$88.3K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$81.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.6M 37.3%
400,631
+15,030
2
$20.5M 15.75%
429,213
+14,126
3
$16M 12.29%
197,586
+20,600
4
$11.7M 8.96%
215,718
+16,040
5
$8.22M 6.31%
82,305
+1,327
6
$4.26M 3.27%
181,318
+130
7
$4.25M 3.26%
90,289
+3,209
8
$3.93M 3.01%
98,887
+8,351
9
$2.24M 1.72%
38,804
+97
10
$2.13M 1.64%
19,572
+5,277
11
$1.78M 1.37%
33,715
-18,730
12
$1.48M 1.13%
14,392
+712
13
$1.43M 1.1%
32,966
-108
14
$694K 0.53%
12,664
-3,760
15
$654K 0.5%
82,040
+3,195
16
$476K 0.37%
7,304
-1,247
17
$459K 0.35%
9,197
-1,047
18
$424K 0.33%
11,659
-3,130
19
$378K 0.29%
16,240
-630
20
$377K 0.29%
8,887
-2,082
21
$303K 0.23%
2,868
-476