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
$150M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$930K
2
+$229K
3
+$212K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$159K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$149K

Top Sells

1
+$365K
2
+$94.2K
3
+$81.3K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$41.1K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$21.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.2M 35.58%
410,929
+1,769
2
$23.1M 15.44%
438,285
-780
3
$18.5M 12.38%
225,979
+11,345
4
$12.8M 8.56%
234,507
+2,734
5
$8.9M 5.95%
83,081
-200
6
$6.88M 4.6%
86,227
+1,990
7
$4.71M 3.15%
108,203
+2,445
8
$4.47M 2.99%
192,287
+7
9
$4.45M 2.98%
93,181
+1,195
10
$3.41M 2.28%
30,774
+1,913
11
$2.61M 1.74%
39,039
-149
12
$1.74M 1.17%
37,554
+546
13
$1.74M 1.17%
15,163
+235
14
$550K 0.37%
14,485
+3,358
15
$461K 0.31%
8,831
-7,001
16
$424K 0.28%
7,906
+46
17
$399K 0.27%
15,910
+60
18
$357K 0.24%
5,043
-1,149
19
$335K 0.22%
7,444
-160
20
$276K 0.18%
2,605
-12
21
$206K 0.14%
3,601
-1,647