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
$337M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$2.87M
3
+$1.85M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.06M

Top Sells

1
+$55K
2
+$49.4K
3
+$42.8K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$20.7K
5
MSFT icon
Microsoft
MSFT
+$10.8K

Sector Composition

1 Technology 0.55%
2 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 34.37%
605,920
+49,163
2
$37.9M 11.23%
527,022
+39,982
3
$28M 8.32%
944,220
+33,514
4
$23.5M 6.97%
493,868
+21,712
5
$16.2M 4.81%
342,773
+10,827
6
$15M 4.47%
520,866
+15,942
7
$13.7M 4.06%
129,563
+17,556
8
$12.1M 3.6%
310,872
+31,205
9
$11.7M 3.46%
232,637
+21,157
10
$11M 3.25%
296,290
+7,951
11
$10.1M 3.01%
446,534
+22,126
12
$5.69M 1.69%
121,881
+8,484
13
$5.62M 1.67%
77,252
+5,511
14
$5.39M 1.6%
81,857
+1,028
15
$4.05M 1.2%
30,477
+4,366
16
$3.57M 1.06%
34,696
+3,518
17
$2.05M 0.61%
62,235
+3,285
18
$2.02M 0.6%
41,162
+91
19
$1.84M 0.55%
84,461
+440
20
$1.8M 0.53%
61,319
+4,257
21
$1.08M 0.32%
8,328
-380
22
$1.02M 0.3%
15,166
23
$865K 0.26%
12,044
+676
24
$828K 0.25%
17,616
-57
25
$656K 0.19%
+29,745
1
2