BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+5.38%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
Cap. Flow
+$5.64M
Cap. Flow %
2.52%
Top 10 Hldgs %
87.86%
Holding
31
New
2
Increased
21
Reduced
8
Closed
–

Top Buys

1
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$1.38M
2
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$1.35M
3
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$988K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$689K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$407K

Top Sells

1
GWX icon
SPDR S&P International Small Cap ETF
GWX
$321K
2
AAPL icon
Apple
AAPL
$116K
3
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$104K
4
VXF icon
Vanguard Extended Market ETF
VXF
$35K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
$26.9K

Sector Composition

1 Technology 0.13%
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
$71.7M 32% 1,797,697 +33,972 +2% +$1.35M
SPAB icon
2
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$25.8M 11.51% 877,551 +23,468 +3% +$689K
SPDW icon
3
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$21.6M 9.64% 688,539 -3,306 -0.5% -$104K
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$526B
$17.8M 7.96% 108,930 +1,479 +1% +$242K
IAGG icon
5
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$16.4M 7.3% 298,413 +4,233 +1% +$232K
SPTS icon
6
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$10.5M 4.69% 350,329 +4,335 +1% +$130K
SPSM icon
7
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$9.09M 4.06% 278,575 +8,261 +3% +$270K
SPEM icon
8
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$8.65M 3.86% 230,186 +371 +0.2% +$13.9K
REET icon
9
iShares Global REIT ETF
REET
$4B
$7.83M 3.5% 283,652 +7,369 +3% +$204K
MUB icon
10
iShares National Muni Bond ETF
MUB
$38.6B
$7.47M 3.34% 65,614 +1,591 +2% +$181K
VEU icon
11
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$5.07M 2.27% 94,395 -500 -0.5% -$26.9K
WOOD icon
12
iShares Global Timber & Forestry ETF
WOOD
$251M
$3.67M 1.64% 54,839 +817 +2% +$54.7K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.1B
$2.71M 1.21% 47,898 +197 +0.4% +$11.1K
VXF icon
14
Vanguard Extended Market ETF
VXF
$23.9B
$2.22M 0.99% 17,636 -278 -2% -$35K
GWX icon
15
SPDR S&P International Small Cap ETF
GWX
$766M
$1.64M 0.73% 51,604 -10,069 -16% -$321K
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$1.53M 0.68% 34,369 +431 +1% +$19.2K
SHM icon
17
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$1.38M 0.61% +28,006 New +$1.38M
NUBD icon
18
Nuveen ESG US Aggregate Bond ETF
NUBD
$417M
$1.34M 0.6% 52,238 +383 +0.7% +$9.79K
SPSB icon
19
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$1.05M 0.47% 34,034 +788 +2% +$24.3K
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$4.97B
$1.03M 0.46% 19,310 +100 +0.5% +$5.34K
BIL icon
21
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$988K 0.44% +10,810 New +$988K
VSS icon
22
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
$808K 0.36% 7,270 +3,660 +101% +$407K
BCI icon
23
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$710K 0.32% 31,298 +451 +1% +$10.2K
DSI icon
24
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$567K 0.25% 4,718 +35 +0.7% +$4.21K
IXUS icon
25
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
$470K 0.21% 7,597 +118 +2% +$7.3K
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