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
$160M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.43M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$698K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$619K

Top Sells

1
+$1.1M
2
+$1.02M
3
+$423K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$403K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$235K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43M 26.88%
1,308,947
+43,606
2
$18.8M 11.77%
667,962
+66,964
3
$15.9M 9.97%
117,434
+280
4
$15.6M 9.79%
497,800
+19,699
5
$11.2M 7.03%
213,460
+19,604
6
$6.62M 4.14%
221,157
-5,135
7
$6.46M 4.04%
164,324
-3,833
8
$6.38M 3.99%
117,435
+7
9
$5.27M 3.3%
214,588
+23,670
10
$4.79M 3%
161,453
+18,251
11
$4.43M 2.77%
40,699
+6,411
12
$2.98M 1.86%
37,981
-670
13
$2.38M 1.49%
78,790
+12,878
14
$2.27M 1.42%
93,117
-45,337
15
$2.19M 1.37%
27,338
-5,294
16
$2.01M 1.26%
18,006
-628
17
$1.84M 1.15%
37,578
+1,224
18
$1.62M 1.01%
29,546
-18,594
19
$1.43M 0.89%
30,433
-847
20
$1.27M 0.79%
35,839
+811
21
$624K 0.39%
7,953
-5,142
22
$543K 0.34%
4,558
-343
23
$437K 0.27%
11,557
+420
24
$426K 0.27%
8,917
+2,426
25
$403K 0.25%
7,525
+181
1
2