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
$204M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.53M
3
+$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
+$13.2M
2
+$1.51M
3
+$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 Change
in Stake 		Capital Flow
1
$63.2M 30.91%
1,715,696
+72,194
2
$24.1M 11.76%
825,146
+52,365
3
$20.2M 9.9%
678,782
+24,019
4
$16.3M 7.95%
107,279
+1,476
5
$15.3M 7.49%
280,952
+10,133
6
$9.51M 4.65%
317,494
+42,552
7
$8.08M 3.95%
223,335
+10,349
8
$7.98M 3.9%
260,597
+12,885
9
$7.19M 3.52%
265,948
+5,464
10
$6.83M 3.34%
60,444
+4,288
11
$5.02M 2.46%
97,573
+1,523
12
$3.18M 1.55%
52,441
+6,205
13
$2.4M 1.17%
46,389
+13,028
14
$2.12M 1.04%
17,792
-177
15
$1.82M 0.89%
60,061
+4,764
16
$1.43M 0.7%
33,263
-281
17
$1.34M 0.66%
27,508
-270,270
18
$1.27M 0.62%
49,913
+14,524
19
$993K 0.49%
32,334
+1,537
20
$989K 0.48%
19,622
+5,146
21
$898K 0.44%
29,288
-49,364
22
$518K 0.25%
9,366
-11,476
23
$505K 0.25%
22,947
+832
24
$443K 0.22%
7,479
+118
25
$428K 0.21%
7,793
+93
1
2