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
$221M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$922K
3
+$707K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$615K
5
REET icon
iShares Global REIT ETF
REET
+$514K

Top Sells

1
+$425K
2
+$278K
3
+$65.3K
4
VT icon
Vanguard Total World Stock ETF
VT
+$55.2K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$19.8K

Sector Composition

1 Technology 0.33%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.9M 31.11%
1,822,678
+40,252
2
$25.6M 11.57%
829,659
-9,024
3
$19.6M 8.87%
710,489
+33,370
4
$18.2M 8.23%
116,413
+4,517
5
$17.2M 7.75%
308,220
+3,658
6
$12.7M 5.74%
413,663
+5,016
7
$8.17M 3.69%
70,822
+1,277
8
$7.94M 3.59%
237,416
+5,909
9
$7.86M 3.55%
295,621
+12,941
10
$6.63M 2.99%
317,487
+24,625
11
$5.55M 2.51%
116,575
+8,133
12
$3.43M 1.55%
61,872
+5,212
13
$3.13M 1.41%
55,500
+2,712
14
$2.37M 1.07%
20,025
+1,541
15
$1.92M 0.87%
19,864
+6,364
16
$1.63M 0.73%
41,050
+3,342
17
$1.53M 0.69%
30,739
+622
18
$1.36M 0.61%
50,274
+1,394
19
$1.12M 0.51%
35,699
-632
20
$1.09M 0.49%
22,641
+1,204
21
$784K 0.35%
8,565
+2,351
22
$721K 0.33%
7,900
+4,132
23
$545K 0.25%
9,230
+26
24
$507K 0.23%
27,725
-3,573
25
$450K 0.2%
16,450
-15,553
1
2