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
$359M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.21M
3
+$1.83M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.73M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M

Top Sells

1
+$2.33M
2
+$228K
3
+$39.5K
4
BND icon
Vanguard Total Bond Market
BND
+$26.5K
5
MSFT icon
Microsoft
MSFT
+$3.02K

Sector Composition

1 Technology 0.59%
2 Consumer Staples 0.07%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 35.1%
521,275
+1,481
2
$36.6M 10.21%
1,235,730
+61,755
3
$29.4M 8.19%
805,010
+34,990
4
$26.2M 7.3%
480,212
+21,695
5
$19.8M 5.53%
339,239
+7,373
6
$17.4M 4.84%
5,706,945
+5,127,455
7
$12.8M 3.58%
110,488
+3,880
8
$12.5M 3.48%
407,838
+180
9
$12M 3.34%
268,067
+368
10
$11.5M 3.21%
187,574
+6,030
11
$7.12M 1.99%
171,600
-56,226
12
$6.84M 1.91%
77,807
-449
13
$6.61M 1.84%
133,700
+64,924
14
$6.23M 1.74%
67,767
+1,972
15
$4.07M 1.13%
22,235
+902
16
$3.66M 1.02%
27,308
+1,638
17
$2.93M 0.82%
57,003
+33,743
18
$2.27M 0.63%
36,610
+1,184
19
$2.16M 0.6%
84,002
+1,091
20
$1.86M 0.52%
60,001
+2,598
21
$1.4M 0.39%
7,864
+5
22
$1.21M 0.34%
24,607
+5,161
23
$1.13M 0.32%
12,373
+2,200
24
$935K 0.26%
10,060
+30
25
$734K 0.2%
31,913
+5,153
1
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