BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
+11.34%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
Cap. Flow
+$6.24M
Cap. Flow %
2.32%
Top 10 Hldgs %
85.88%
Holding
37
New
1
Increased
26
Reduced
8
Closed
2

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$41.7M
2
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
$1.2M
3
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$961K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
$938K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$644K

Top Sells

1
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$41.8M
2
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$304K
3
VT icon
Vanguard Total World Stock ETF
VT
$293K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
$166K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
$128K

Sector Composition

1 Technology 0.57%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$526B
$73.1M 27.21% 375,549 +214,470 +133% +$41.7M
SPTM icon
2
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$34.6M 12.89% 751,054 -907,935 -55% -$41.8M
SPAB icon
3
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.58B
$27.9M 10.38% 905,637 +31,218 +4% +$961K
SPDW icon
4
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$25M 9.29% 739,393 +19,095 +3% +$644K
IAGG icon
5
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$18.9M 7.05% 336,799 +21,350 +7% +$1.2M
SPTS icon
6
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$14.5M 5.41% 473,625 +30,549 +7% +$938K
SPSM icon
7
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$10.2M 3.79% 284,096 -8,497 -3% -$304K
SPEM icon
8
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$9.78M 3.64% 231,984 -3,937 -2% -$166K
REET icon
9
iShares Global REIT ETF
REET
$4B
$8.87M 3.3% 370,487 +26,397 +8% +$632K
MUB icon
10
iShares National Muni Bond ETF
MUB
$38.6B
$7.84M 2.92% 66,916 +4,101 +7% +$481K
VEU icon
11
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$7.28M 2.71% 124,655 +4,191 +3% +$245K
WOOD icon
12
iShares Global Timber & Forestry ETF
WOOD
$251M
$5.1M 1.9% 64,018 +671 +1% +$53.4K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.1B
$4.24M 1.58% 60,412 +3,070 +5% +$215K
VXF icon
14
Vanguard Extended Market ETF
VXF
$23.9B
$3.5M 1.3% 21,278 +662 +3% +$109K
VSS icon
15
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
$2.89M 1.08% 23,718 +1,556 +7% +$190K
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$2.2M 0.82% 43,962 +1,553 +4% +$77.8K
NUBD icon
17
Nuveen ESG US Aggregate Bond ETF
NUBD
$417M
$1.56M 0.58% 58,206 +7,573 +15% +$203K
VSGX icon
18
Vanguard ESG International Stock ETF
VSGX
$4.97B
$1.46M 0.55% 24,694 +818 +3% +$48.5K
BIL icon
19
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$1.34M 0.5% 14,654 +4,759 +48% +$436K
SPSB icon
20
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$1.31M 0.49% 41,748 +4,794 +13% +$151K
AAPL icon
21
Apple
AAPL
$3.45T
$1.05M 0.39% 7,914 +6 +0.1% +$796
SHM icon
22
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$828K 0.31% 16,630 -17 -0.1% -$846
DSI icon
23
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$665K 0.25% 9,291 +4,660 +101% +$334K
BCI icon
24
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
$611K 0.23% 27,918 +193 +0.7% +$4.22K
IXUS icon
25
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
$521K 0.19% 7,753 +82 +1% +$5.51K
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