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
$157M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$17.3M
3
+$15.2M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$10.1M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.82M

Top Sells

1
+$40.3M
2
+$17.6M
3
+$15.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$10.1M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$7.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42M 26.73%
+1,265,341
2
$17.3M 10.99%
+600,998
3
$16.1M 10.23%
117,154
-293,775
4
$15.2M 9.64%
+478,101
5
$10.1M 6.42%
+193,856
6
$6.82M 4.34%
+226,292
7
$6.43M 4.09%
117,428
-320,857
8
$6.42M 4.08%
+168,157
9
$4.98M 3.17%
+190,918
10
$4.28M 2.72%
+143,202
11
$3.8M 2.41%
34,288
+3,514
12
$3.38M 2.15%
138,454
-53,833
13
$2.75M 1.75%
38,651
-388
14
$2.66M 1.69%
32,632
-193,347
15
$2.62M 1.67%
48,140
-186,367
16
$2.08M 1.32%
18,634
-64,447
17
$2M 1.28%
+65,912
18
$1.79M 1.14%
36,354
-1,200
19
$1.44M 0.91%
31,280
-76,923
20
$1.24M 0.79%
+35,028
21
$1.04M 0.66%
13,095
-73,132
22
$584K 0.37%
4,901
-10,262
23
$424K 0.27%
11,137
-3,348
24
$396K 0.25%
7,344
-562
25
$377K 0.24%
14,500
-1,410
1
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