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
$331M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$2.07M
3
+$1.77M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$983K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$900K

Top Sells

1
+$7.12M
2
+$388K
3
+$218K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$50.7K
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$30.6K

Sector Composition

1 Technology 0.51%
2 Consumer Staples 0.08%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 34.36%
509,725
+26,838
2
$34.1M 10.32%
1,136,429
+69,091
3
$27.8M 8.42%
756,503
+5,307
4
$24.2M 7.32%
438,900
+32,098
5
$18.4M 5.58%
348,170
-134,386
6
$17.5M 5.3%
571,246
+29,367
7
$12.4M 3.75%
105,663
+7,510
8
$11.6M 3.5%
263,058
-8,827
9
$11.3M 3.43%
408,578
+8,402
10
$11.1M 3.35%
174,479
+4,825
11
$10.7M 3.25%
235,747
+3,917
12
$6.23M 1.89%
77,917
+12,294
13
$5.65M 1.71%
65,132
-2,517
14
$3.89M 1.18%
20,649
-269
15
$3.36M 1.02%
24,641
+348
16
$2.95M 0.89%
54,358
+2,057
17
$2.18M 0.66%
33,921
+6,094
18
$2.12M 0.64%
81,326
+15,072
19
$1.76M 0.53%
56,193
+2,680
20
$1.25M 0.38%
13,662
+2,690
21
$1.09M 0.33%
7,951
+6
22
$855K 0.26%
17,257
+490
23
$803K 0.24%
9,697
+406
24
$706K 0.21%
26,759
-1,159
25
$587K 0.18%
2,166
+4
1
2