BSWM
Boston Standard Wealth Management Portfolio holdings
AUM
$555M
This Quarter Return
+5.54%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$337M
AUM Growth
+$337M
(+13%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
7.07%
Top 10 Holdings %
Top 10 Hldgs %
84.53%
Holding
40
New
3
Increased
25
Reduced
10
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.4M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.87M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.85M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.22M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.06M |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$55K |
| 2 |
Apple
AAPL
|
$49.4K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$42.8K |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$20.7K |
| 5 |
Microsoft
MSFT
|
$10.8K |
Sector Composition
| 1 | Technology | 0.55% |
| 2 | Healthcare | 0.3% |
