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
$184M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$552K
3
+$468K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$433K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$365K

Top Sells

1
+$1.18M
2
+$458K
3
+$425K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$421K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$261K

Sector Composition

1 Technology 0.12%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.5M 29.05%
1,782,426
-15,271
2
$25.4M 13.78%
838,683
-38,868
3
$16.6M 9.01%
304,562
+6,149
4
$15.5M 8.42%
677,119
-11,420
5
$13.8M 7.48%
111,896
+2,966
6
$12.5M 6.81%
408,647
+58,318
7
$7.65M 4.16%
69,545
+3,931
8
$6.34M 3.44%
231,507
+1,321
9
$5.74M 3.12%
282,680
+4,105
10
$5.25M 2.85%
292,862
+9,210
11
$4.26M 2.32%
108,442
+14,047
12
$2.56M 1.39%
56,660
+1,821
13
$2.3M 1.25%
52,788
+4,890
14
$1.57M 0.85%
18,484
+848
15
$1.46M 0.79%
30,117
+2,111
16
$1.29M 0.7%
48,880
-3,358
17
$1.22M 0.66%
37,708
+3,339
18
$1.1M 0.6%
36,331
+2,297
19
$1.01M 0.55%
13,500
+6,230
20
$845K 0.46%
21,437
+2,127
21
$694K 0.38%
32,003
-19,601
22
$569K 0.31%
6,214
-4,596
23
$538K 0.29%
31,298
24
$429K 0.23%
9,204
-232
25
$343K 0.19%
6,104
+3
1
2