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
$349M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.6M
3
+$2.28M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.26M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.1M

Top Sells

1
+$152M
2
+$2.59M
3
+$309K
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$59.7K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$51.6K

Sector Composition

1 Technology 0.68%
2 Consumer Staples 0.06%
3 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$121M 34.67%
531,272
+9,997
2
$35.6M 10.21%
1,281,117
+45,387
3
$28.7M 8.23%
837,166
+32,156
4
$25.5M 7.32%
489,919
+9,707
5
$18.5M 5.32%
333,675
-5,564
6
$16.7M 4.8%
564,325
-5,142,620
7
$12.1M 3.46%
110,017
-471
8
$11.9M 3.41%
406,654
-1,184
9
$11.6M 3.31%
274,748
+6,681
10
$11.2M 3.21%
194,165
+6,591
11
$9.6M 2.75%
208,075
+74,375
12
$6.29M 1.8%
77,567
-240
13
$5.99M 1.72%
67,099
-668
14
$5.52M 1.58%
107,769
+50,766
15
$4.04M 1.16%
104,580
-67,020
16
$3.94M 1.13%
23,796
+1,561
17
$3.53M 1.01%
28,496
+1,188
18
$2.17M 0.62%
37,996
+1,386
19
$2M 0.57%
82,818
-1,184
20
$1.8M 0.52%
59,840
-161
21
$1.37M 0.39%
7,828
-36
22
$1.21M 0.35%
25,580
+973
23
$1.13M 0.32%
12,353
-20
24
$917K 0.26%
31,913
25
$888K 0.25%
10,248
+188
1
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