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
$307M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$4.79M
3
+$3.84M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.63M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.73M

Top Sells

1
+$13.2M
2
+$514K
3
+$342K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$337K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$62.9K

Sector Composition

1 Technology 0.47%
2 Consumer Staples 0.07%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.2M 32.28%
482,887
+107,338
2
$31.6M 10.29%
1,067,338
+161,701
3
$26.6M 8.67%
751,196
+11,803
4
$23.6M 7.69%
482,556
-268,498
5
$22.3M 7.27%
406,802
+70,003
6
$16.6M 5.41%
541,879
+68,254
7
$11.4M 3.72%
271,885
-12,211
8
$11.4M 3.71%
98,153
+31,237
9
$10.3M 3.35%
169,654
+44,999
10
$10.3M 3.34%
400,176
+29,689
11
$10.1M 3.29%
231,830
-154
12
$5.81M 1.89%
67,649
+3,631
13
$4.8M 1.56%
65,623
+5,211
14
$3.65M 1.19%
20,918
-360
15
$3.11M 1.01%
24,293
+575
16
$2.71M 0.88%
52,301
+8,339
17
$1.71M 0.56%
66,254
+8,048
18
$1.71M 0.56%
27,827
+3,133
19
$1.68M 0.55%
53,513
+11,765
20
$1M 0.33%
10,972
-3,682
21
$953K 0.31%
7,945
+31
22
$831K 0.27%
16,767
+137
23
$706K 0.23%
9,291
24
$644K 0.21%
27,918
25
$545K 0.18%
7,753
1
2