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
$335M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.22M
3
+$1.12M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$721K

Top Sells

1
+$864K
2
+$337K
3
+$319K
4
REET icon
iShares Global REIT ETF
REET
+$25.2K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$24.1K

Sector Composition

1 Technology 0.51%
2 Consumer Staples 0.07%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 34.49%
519,794
+10,069
2
$35M 10.47%
1,173,975
+37,546
3
$27.9M 8.33%
770,020
+13,517
4
$25.2M 7.54%
458,517
+19,617
5
$17.8M 5.3%
579,490
+8,244
6
$17.6M 5.26%
331,866
-16,304
7
$12.4M 3.7%
106,608
+945
8
$11.4M 3.41%
267,699
+4,641
9
$11.2M 3.34%
407,658
-920
10
$11.1M 3.31%
181,544
+7,065
11
$9.69M 2.9%
227,826
-7,921
12
$6.26M 1.87%
78,256
+339
13
$5.59M 1.67%
65,795
+663
14
$3.89M 1.16%
21,333
+684
15
$3.44M 1.03%
68,776
+14,418
16
$3.43M 1.03%
25,670
+1,029
17
$2.19M 0.65%
35,426
+1,505
18
$2.15M 0.64%
82,911
+1,585
19
$1.79M 0.54%
57,403
+1,210
20
$1.22M 0.37%
+23,260
21
$1.11M 0.33%
7,859
-92
22
$961K 0.29%
19,446
+2,189
23
$930K 0.28%
10,173
-3,489
24
$835K 0.25%
10,030
+333
25
$751K 0.22%
26,760
+1
1
2