BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+2.58%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$184M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow %
100%
Top 10 Hldgs %
87.01%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$56.5M
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$23.1M
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$18.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
$16.1M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPTM icon
1
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$56.5M 30.74% +1,560,843 New +$56.5M
SPAB icon
2
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$23.1M 12.57% +836,653 New +$23.1M
SPDW icon
3
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$18.1M 9.84% +590,351 New +$18.1M
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$526B
$16.1M 8.74% +107,360 New +$16.1M
IAGG icon
5
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$13.5M 7.33% +258,983 New +$13.5M
SPSM icon
6
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$7.69M 4.18% +236,614 New +$7.69M
SPEM icon
7
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$6.73M 3.66% +195,162 New +$6.73M
REET icon
8
iShares Global REIT ETF
REET
$4B
$6.24M 3.39% +249,808 New +$6.24M
VEU icon
9
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$6.08M 3.31% +117,337 New +$6.08M
MUB icon
10
iShares National Muni Bond ETF
MUB
$38.6B
$6.01M 3.27% +55,778 New +$6.01M
SPTS icon
11
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$5.81M 3.16% +197,608 New +$5.81M
WOOD icon
12
iShares Global Timber & Forestry ETF
WOOD
$251M
$3.01M 1.64% +40,219 New +$3.01M
SPSB icon
13
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$2.59M 1.41% +85,868 New +$2.59M
DSI icon
14
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$2.09M 1.14% +19,534 New +$2.09M
VXF icon
15
Vanguard Extended Market ETF
VXF
$23.9B
$1.97M 1.07% +16,286 New +$1.97M
GWX icon
16
SPDR S&P International Small Cap ETF
GWX
$766M
$1.53M 0.83% +44,970 New +$1.53M
VWO icon
17
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$1.41M 0.76% +34,566 New +$1.41M
DJP icon
18
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$583M
$1.18M 0.64% +48,314 New +$1.18M
SHM icon
19
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$568K 0.31% +11,913 New +$568K
VSS icon
20
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
$461K 0.25% +4,133 New +$461K
AOA icon
21
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
$444K 0.24% +8,165 New +$444K
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$68.3B
$423K 0.23% +7,767 New +$423K
PRFZ icon
23
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.54B
$381K 0.21% +2,727 New +$381K
FLRN icon
24
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
$353K 0.19% +11,498 New +$353K
AOM icon
25
iShares Core Moderate Allocation ETF
AOM
$1.58B
$352K 0.19% +9,354 New +$352K
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