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
$192M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.66M
3
+$1.31M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.01M
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$874K

Top Sells

1
+$13.9M
2
+$781K
3
+$752K
4
BND icon
Vanguard Total Bond Market
BND
+$266K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$61.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.5M 30.44%
1,643,502
+55,115
2
$21.9M 11.4%
772,781
+7,415
3
$19.4M 10.09%
654,763
+21,636
4
$15.5M 8.06%
105,803
+165
5
$14.4M 7.49%
270,819
+6,565
6
$8.16M 4.25%
274,942
+34,183
7
$7.72M 4.02%
212,986
+5,339
8
$7.58M 3.94%
247,712
+7,819
9
$6.97M 3.63%
260,484
+1,967
10
$6.22M 3.24%
56,156
+3,044
11
$4.88M 2.54%
96,050
-500
12
$3.01M 1.57%
46,236
+2,559
13
$2.41M 1.25%
78,652
-24,524
14
$2.1M 1.09%
17,969
+1,479
15
$1.7M 0.88%
55,297
+4,847
16
$1.66M 0.86%
+33,361
17
$1.45M 0.75%
33,544
+604
18
$1.44M 0.75%
297,778
+270,518
19
$1.11M 0.58%
20,842
-14,628
20
$938K 0.49%
30,797
+38
21
$874K 0.45%
+35,389
22
$718K 0.37%
+14,476
23
$506K 0.26%
22,115
24
$433K 0.23%
7,361
25
$416K 0.22%
7,700
-256,554
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