BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+13.69%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
Cap. Flow
+$6.75M
Cap. Flow %
3.05%
Top 10 Hldgs %
87.09%
Holding
34
New
2
Increased
23
Reduced
7
Closed
–

Top Buys

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$1.52M
2
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$922K
3
VTI icon
Vanguard Total Stock Market ETF
VTI
$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
GWX icon
SPDR S&P International Small Cap ETF
GWX
$425K
2
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$278K
3
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$65.3K
4
VT icon
Vanguard Total World Stock ETF
VT
$55.2K
5
SPSB icon
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 Shares
Change % 		Capital Flow
SPTM icon
1
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$68.9M 31.11% 1,822,678 +40,252 +2% +$1.52M
SPAB icon
2
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$25.6M 11.57% 829,659 -9,024 -1% -$278K
SPDW icon
3
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$19.6M 8.87% 710,489 +33,370 +5% +$922K
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$526B
$18.2M 8.23% 116,413 +4,517 +4% +$707K
IAGG icon
5
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$17.2M 7.75% 308,220 +3,658 +1% +$204K
SPTS icon
6
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$12.7M 5.74% 413,663 +5,016 +1% +$154K
MUB icon
7
iShares National Muni Bond ETF
MUB
$38.6B
$8.17M 3.69% 70,822 +1,277 +2% +$147K
SPEM icon
8
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$7.94M 3.59% 237,416 +5,909 +3% +$198K
SPSM icon
9
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$7.86M 3.55% 295,621 +12,941 +5% +$344K
REET icon
10
iShares Global REIT ETF
REET
$4B
$6.63M 2.99% 317,487 +24,625 +8% +$514K
VEU icon
11
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$5.55M 2.51% 116,575 +8,133 +7% +$387K
WOOD icon
12
iShares Global Timber & Forestry ETF
WOOD
$251M
$3.43M 1.55% 61,872 +5,212 +9% +$289K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.1B
$3.13M 1.41% 55,500 +2,712 +5% +$153K
VXF icon
14
Vanguard Extended Market ETF
VXF
$23.9B
$2.37M 1.07% 20,025 +1,541 +8% +$182K
VSS icon
15
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
$1.92M 0.87% 19,864 +6,364 +47% +$615K
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$1.63M 0.73% 41,050 +3,342 +9% +$132K
SHM icon
17
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$1.53M 0.69% 30,739 +622 +2% +$31K
NUBD icon
18
Nuveen ESG US Aggregate Bond ETF
NUBD
$417M
$1.36M 0.61% 50,274 +1,394 +3% +$37.7K
SPSB icon
19
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$1.12M 0.51% 35,699 -632 -2% -$19.8K
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$4.97B
$1.09M 0.49% 22,641 +1,204 +6% +$57.9K
BIL icon
21
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$784K 0.35% 8,565 +2,351 +38% +$215K
AAPL icon
22
Apple
AAPL
$3.45T
$721K 0.33% 1,975 +1,033 +110% +$377K
DSI icon
23
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$545K 0.25% 4,615 +13 +0.3% +$1.54K
BCI icon
24
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$507K 0.23% 27,725 -3,573 -11% -$65.3K
GWX icon
25
SPDR S&P International Small Cap ETF
GWX
$766M
$450K 0.2% 16,450 -15,553 -49% -$425K
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