BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+2.18%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
Cap. Flow
-$4.83M
Cap. Flow %
-2.36%
Top 10 Hldgs %
87.39%
Holding
33
New
1
Increased
22
Reduced
10
Closed
–

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$2.66M
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$1.53M
3
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
$1.27M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$716K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
$675K

Top Sells

1
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$13.2M
2
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$1.51M
3
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
$635K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$22.5K
5
VXF icon
Vanguard Extended Market ETF
VXF
$21.1K

Sector Composition

1 Technology 0.14%
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
$63.2M 30.91% 1,715,696 +72,194 +4% +$2.66M
SPAB icon
2
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$24.1M 11.76% 825,146 +52,365 +7% +$1.53M
SPDW icon
3
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$20.2M 9.9% 678,782 +24,019 +4% +$716K
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$526B
$16.3M 7.95% 107,279 +1,476 +1% +$224K
IAGG icon
5
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$15.3M 7.49% 280,952 +10,133 +4% +$553K
SPTS icon
6
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$9.51M 4.65% 317,494 +42,552 +15% +$1.27M
SPEM icon
7
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$8.08M 3.95% 223,335 +10,349 +5% +$374K
SPSM icon
8
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$7.98M 3.9% 260,597 +12,885 +5% +$395K
REET icon
9
iShares Global REIT ETF
REET
$4B
$7.19M 3.52% 265,948 +5,464 +2% +$148K
MUB icon
10
iShares National Muni Bond ETF
MUB
$38.6B
$6.83M 3.34% 60,444 +4,288 +8% +$485K
VEU icon
11
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$5.02M 2.46% 97,573 +1,523 +2% +$78.4K
WOOD icon
12
iShares Global Timber & Forestry ETF
WOOD
$251M
$3.18M 1.55% 52,441 +6,205 +13% +$376K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.1B
$2.4M 1.17% 46,389 +13,028 +39% +$675K
VXF icon
14
Vanguard Extended Market ETF
VXF
$23.9B
$2.12M 1.04% 17,792 -177 -1% -$21.1K
GWX icon
15
SPDR S&P International Small Cap ETF
GWX
$766M
$1.82M 0.89% 60,061 +4,764 +9% +$144K
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$1.43M 0.7% 33,263 -281 -0.8% -$12.1K
SHM icon
17
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$1.35M 0.66% 27,508 -270,270 -91% -$13.2M
NUBD icon
18
Nuveen ESG US Aggregate Bond ETF
NUBD
$417M
$1.27M 0.62% 49,913 +14,524 +41% +$368K
SPSB icon
19
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$993K 0.49% 32,334 +1,537 +5% +$47.2K
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$4.97B
$989K 0.48% 19,622 +5,146 +36% +$259K
FLRN icon
21
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
$898K 0.44% 29,288 -49,364 -63% -$1.51M
DSI icon
22
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$518K 0.25% 4,683 -5,738 -55% -$635K
BCI icon
23
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$505K 0.25% 22,947 +832 +4% +$18.3K
IXUS icon
24
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
$443K 0.22% 7,479 +118 +2% +$6.99K
AOA icon
25
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.51B
$428K 0.21% 7,793 +93 +1% +$5.11K
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