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
$144M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.06M
3
+$1.02M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$870K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$493K

Top Sells

1
+$931K
2
+$411K
3
+$75.2K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$69.2K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$56K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51M 35.52%
409,160
+8,529
2
$22M 15.3%
439,065
+9,852
3
$17.5M 12.17%
214,634
+17,048
4
$12.6M 8.74%
231,773
+16,055
5
$8.57M 5.96%
83,281
+976
6
$6.71M 4.67%
84,237
+2,197
7
$4.42M 3.07%
91,986
+1,697
8
$4.39M 3.05%
192,280
+10,962
9
$4.34M 3.02%
105,758
+6,871
10
$3.17M 2.21%
28,861
+9,289
11
$2.42M 1.68%
39,188
+384
12
$1.65M 1.15%
37,008
+4,042
13
$1.61M 1.12%
14,928
+536
14
$824K 0.57%
15,832
-17,883
15
$419K 0.29%
6,192
-1,112
16
$413K 0.29%
11,127
-532
17
$407K 0.28%
7,860
-1,337
18
$378K 0.26%
15,850
-390
19
$332K 0.23%
7,604
-1,283
20
$291K 0.2%
5,248
-7,416
21
$276K 0.19%
2,617
-251