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
$224M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.35M
3
+$988K
4
SPAB icon
State Street 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
+$321K
2
+$116K
3
+$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 Change
in Stake 		Capital Flow
1
$71.7M 32%
1,797,697
+33,972
2
$25.8M 11.51%
877,551
+23,468
3
$21.6M 9.64%
688,539
-3,306
4
$17.8M 7.96%
108,930
+1,479
5
$16.4M 7.3%
298,413
+4,233
6
$10.5M 4.69%
350,329
+4,335
7
$9.09M 4.06%
278,575
+8,261
8
$8.65M 3.86%
230,186
+371
9
$7.83M 3.5%
283,652
+7,369
10
$7.47M 3.34%
65,614
+1,591
11
$5.07M 2.27%
94,395
-500
12
$3.67M 1.64%
54,839
+817
13
$2.71M 1.21%
47,898
+197
14
$2.22M 0.99%
17,636
-278
15
$1.64M 0.73%
51,604
-10,069
16
$1.53M 0.68%
34,369
+431
17
$1.38M 0.61%
+28,006
18
$1.33M 0.6%
52,238
+383
19
$1.05M 0.47%
34,034
+788
20
$1.03M 0.46%
19,310
+100
21
$988K 0.44%
+10,810
22
$808K 0.36%
7,270
+3,660
23
$710K 0.32%
31,298
+451
24
$567K 0.25%
9,436
+70
25
$470K 0.21%
7,597
+118
1
2