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
$379M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.83M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.19M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$532K

Top Sells

1
+$5.61M
2
+$846K
3
+$753K
4
AAPL icon
Apple
AAPL
+$430K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$294K

Sector Composition

1 Industrials 0.79%
2 Technology 0.43%
3 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$135M 35.75%
637,635
+11,231
2
$42.1M 11.11%
603,066
+26,245
3
$28.4M 7.49%
914,725
-9,473
4
$25.3M 6.68%
518,831
+10,911
5
$18.6M 4.91%
647,500
+54,309
6
$17.9M 4.73%
341,618
-4,862
7
$15.4M 4.07%
150,491
+11,557
8
$13.2M 3.49%
336,713
+9,233
9
$12.6M 3.32%
242,507
+9,306
10
$11.5M 3.03%
311,011
+2,942
11
$10.4M 2.75%
491,203
+8,504
12
$5.33M 1.41%
71,957
-11,436
13
$5.18M 1.37%
68,884
-3,902
14
$4.41M 1.16%
30,767
+198
15
$3.77M 1%
41,077
-61,118
16
$3.7M 0.98%
34,798
-470
17
$3.64M 0.96%
77,023
-15,930
18
$3.01M 0.79%
206,083
19
$2.19M 0.58%
65,163
+1,814
20
$1.91M 0.5%
65,165
+28
21
$1.72M 0.45%
34,009
-1,612
22
$1.59M 0.42%
75,394
+795
23
$1.52M 0.4%
32,992
+8,990
24
$1.15M 0.3%
34,760
+11,090
25
$1.1M 0.29%
15,166
1
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