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
$311M
AUM Growth
-$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$1.52M
3
+$1.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.26M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$868K

Top Sells

1
+$33.8M
2
+$1.49M
3
+$1.13M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$972K
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$917K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.46%
3 Consumer Staples 0%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 32.99%
537,866
+6,594
2
$35.1M 11.29%
463,453
+460,441
3
$25.1M 8.06%
867,214
+30,048
4
$24.6M 7.92%
490,213
+294
5
$16M 5.15%
340,888
+7,213
6
$15.2M 4.88%
513,959
-50,366
7
$11.9M 3.84%
111,847
+1,830
8
$10.1M 3.26%
244,859
+36,784
9
$10.1M 3.25%
277,837
+3,089
10
$10.1M 3.25%
202,024
+7,859
11
$9.93M 3.2%
405,160
-1,494
12
$5.91M 1.9%
118,622
+10,853
13
$5.36M 1.72%
79,905
+2,338
14
$5.09M 1.64%
68,098
+999
15
$3.33M 1.07%
25,042
+1,246
16
$3.03M 0.97%
29,398
+902
17
$2.64M 0.85%
76,477
-28,103
18
$1.99M 0.64%
40,520
+2,524
19
$1.9M 0.61%
82,508
-310
20
$1.75M 0.56%
58,545
-1,295
21
$1.44M 0.46%
+15,166
22
$1.09M 0.35%
7,862
+34
23
$850K 0.27%
17,959
-7,621
24
$773K 0.25%
10,673
+425
25
$565K 0.18%
18,195
+885
1
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