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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
2
$42.1M 11.11%
603,066
3
$28.4M 7.49%
914,725
4
$25.3M 6.68%
518,831
5
$18.6M 4.91%
647,500
6
$17.9M 4.73%
341,618
7
$15.4M 4.07%
150,491
8
$13.2M 3.49%
336,713
9
$12.6M 3.32%
242,507
10
$11.5M 3.03%
311,011
11
$10.4M 2.75%
491,203
12
$5.33M 1.41%
71,957
13
$5.18M 1.37%
68,884
14
$4.41M 1.16%
30,767
15
$3.77M 1%
41,077
16
$3.7M 0.98%
34,798
17
$3.64M 0.96%
77,023
18
$3.01M 0.79%
206,083
19
$2.19M 0.58%
65,163
20
$1.91M 0.5%
65,165
21
$1.72M 0.45%
34,009
22
$1.59M 0.42%
75,394
23
$1.52M 0.4%
32,992
24
$1.15M 0.3%
34,760
25
$1.1M 0.29%
15,166
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