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
$269M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$1.2M
3
+$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
+$41.8M
2
+$304K
3
+$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 Change
in Stake 		Capital Flow
1
$73.1M 27.21%
375,549
+214,470
2
$34.6M 12.89%
751,054
-907,935
3
$27.9M 10.38%
905,637
+31,218
4
$25M 9.29%
739,393
+19,095
5
$18.9M 7.05%
336,799
+21,350
6
$14.5M 5.41%
473,625
+30,549
7
$10.2M 3.79%
284,096
-8,497
8
$9.78M 3.64%
231,984
-3,937
9
$8.87M 3.3%
370,487
+26,397
10
$7.84M 2.92%
66,916
+4,101
11
$7.28M 2.71%
124,655
+4,191
12
$5.1M 1.9%
64,018
+671
13
$4.24M 1.58%
60,412
+3,070
14
$3.5M 1.3%
21,278
+662
15
$2.89M 1.08%
23,718
+1,556
16
$2.2M 0.82%
43,962
+1,553
17
$1.56M 0.58%
58,206
+7,573
18
$1.46M 0.55%
24,694
+818
19
$1.34M 0.5%
14,654
+4,759
20
$1.31M 0.49%
41,748
+4,794
21
$1.05M 0.39%
7,914
+6
22
$828K 0.31%
16,630
-17
23
$665K 0.25%
9,291
+29
24
$611K 0.23%
27,918
+193
25
$521K 0.19%
7,753
+82
1
2