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
$207M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$858K
3
+$856K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$738K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$408K

Top Sells

1
+$1.34M
2
+$898K
3
+$304K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$234K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$134K

Sector Composition

1 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.8M 31.24%
1,763,725
+48,029
2
$25.3M 12.21%
854,083
+28,937
3
$20.3M 9.79%
691,845
+13,063
4
$16.4M 7.91%
294,180
+13,228
5
$16.2M 7.82%
107,451
+172
6
$10.4M 5.01%
345,994
+28,500
7
$8.11M 3.91%
270,314
+9,717
8
$7.88M 3.8%
229,815
+6,480
9
$7.76M 3.74%
276,283
+10,335
10
$7.3M 3.52%
64,023
+3,579
11
$4.74M 2.28%
94,895
-2,678
12
$3.17M 1.53%
54,022
+1,581
13
$2.48M 1.19%
47,701
+1,312
14
$2.08M 1%
17,914
+122
15
$1.81M 0.87%
61,673
+1,612
16
$1.37M 0.66%
33,938
+675
17
$1.33M 0.64%
51,855
+1,942
18
$1.03M 0.49%
33,246
+912
19
$947K 0.46%
19,210
-412
20
$680K 0.33%
30,847
+7,900
21
$519K 0.25%
9,366
22
$432K 0.21%
7,479
23
$390K 0.19%
7,109
-684
24
$368K 0.18%
3,610
+89
25
$361K 0.17%
6,138
-19
1
2