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
$391M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.14M
3
+$3.97M
4
DM
Desktop Metal, Inc.
DM
+$3.65M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Top Sells

1
+$1.15M
2
+$227K
3
+$223K

Sector Composition

1 Industrials 0.93%
2 Technology 0.59%
3 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 35.29%
626,404
+23,344
2
$41.9M 10.72%
576,821
+54,552
3
$30.1M 7.69%
924,198
+24,718
4
$25M 6.4%
507,920
+27,571
5
$18.9M 4.82%
346,480
+4,518
6
$17.1M 4.37%
593,191
+85,802
7
$14.8M 3.79%
138,934
+8,807
8
$13.3M 3.41%
327,480
+20,443
9
$12.7M 3.24%
233,201
+2,178
10
$12M 3.06%
308,069
+13,881
11
$11.1M 2.84%
482,699
+40,385
12
$9.38M 2.4%
102,195
+88,603
13
$5.98M 1.53%
83,393
+6,506
14
$5.7M 1.46%
72,786
+1,432
15
$4.55M 1.16%
30,569
+534
16
$4.41M 1.13%
92,953
-24,339
17
$3.9M 1%
35,268
+1,313
18
$3.65M 0.93%
+206,083
19
$2.18M 0.56%
63,349
+1,518
20
$1.92M 0.49%
65,137
+8,596
21
$1.89M 0.48%
35,621
+208
22
$1.64M 0.42%
74,599
+3,206
23
$1.39M 0.35%
7,147
-1,149
24
$1.13M 0.29%
24,002
+6,230
25
$1.13M 0.29%
15,166
1
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