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
$298M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.68M
3
+$1.27M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.12M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$419K

Top Sells

1
+$873K
2
+$544K
3
+$394K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$261K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$251K

Sector Composition

1 Technology 0.66%
2 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.9M 33.57%
556,757
+18,891
2
$34.7M 11.67%
487,040
+23,587
3
$23.5M 7.89%
910,706
+43,492
4
$22.8M 7.67%
472,156
-18,057
5
$14.6M 4.92%
331,946
-8,942
6
$14.6M 4.9%
504,924
-9,035
7
$11.5M 3.86%
112,007
+160
8
$10.2M 3.43%
279,667
+34,808
9
$9.82M 3.3%
288,339
+10,502
10
$9.38M 3.15%
211,480
+9,456
11
$9.03M 3.03%
424,408
+19,248
12
$5.46M 1.83%
113,397
-5,225
13
$5.08M 1.71%
80,829
+924
14
$4.69M 1.58%
71,741
+3,643
15
$3.32M 1.12%
26,111
+1,069
16
$2.89M 0.97%
31,178
+1,780
17
$1.89M 0.64%
15,166
18
$1.83M 0.61%
58,950
-17,527
19
$1.82M 0.61%
84,021
+1,513
20
$1.78M 0.6%
41,071
+551
21
$1.67M 0.56%
57,062
-1,483
22
$1.2M 0.4%
8,708
+846
23
$815K 0.27%
17,673
-286
24
$761K 0.26%
11,368
+695
25
$526K 0.18%
18,060
-135
1
2