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
$348M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$60.8K
3
+$50K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$33.5K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.47K

Top Sells

1
+$1.44M
2
+$753K
3
+$662K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$584K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$394K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$123M 35.32%
603,060
-2,860
2
$38.6M 11.07%
522,269
-4,753
3
$28.9M 8.29%
899,480
-44,740
4
$23.5M 6.75%
480,349
-13,519
5
$17.2M 4.95%
341,962
-811
6
$14.8M 4.26%
507,389
-13,477
7
$14M 4.02%
130,127
+564
8
$12.4M 3.56%
307,037
-3,835
9
$12.4M 3.55%
231,023
-1,614
10
$11.1M 3.19%
294,188
-2,102
11
$10.1M 2.91%
442,314
-4,220
12
$5.61M 1.61%
117,292
-4,589
13
$5.5M 1.58%
76,887
-365
14
$5.12M 1.47%
71,354
-10,503
15
$4.21M 1.21%
30,035
-442
16
$3.71M 1.06%
33,955
-741
17
$2.11M 0.61%
61,831
-404
18
$1.85M 0.53%
35,413
-5,749
19
$1.68M 0.48%
56,541
-4,778
20
$1.6M 0.46%
71,393
-13,068
21
$1.37M 0.39%
8,296
-32
22
$1.25M 0.36%
13,592
+7,283
23
$989K 0.28%
12,685
+641
24
$845K 0.24%
17,772
+156
25
$807K 0.23%
15,166
1
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