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
$442M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$2.52M
3
+$2.42M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.09M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.27M

Top Sells

1
+$4.34M
2
+$2.29M
3
+$914K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$421K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$251K

Sector Composition

1 Technology 0.46%
2 Industrials 0.41%
3 Healthcare 0.16%
4 Communication Services 0.06%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$166M 37.53%
637,689
+54
2
$49.5M 11.2%
680,990
+77,924
3
$33.5M 7.59%
935,755
+21,030
4
$28.3M 6.42%
567,348
+48,517
5
$23.2M 5.25%
361,445
+19,827
6
$20.8M 4.71%
719,616
+72,116
7
$18.7M 4.24%
173,925
+23,434
8
$15.1M 3.42%
361,647
+24,934
9
$14.6M 3.31%
249,561
+7,054
10
$14.1M 3.2%
328,317
+17,306
11
$12.6M 2.86%
533,991
+42,788
12
$6.25M 1.41%
67,037
-1,847
13
$5.14M 1.16%
29,333
-1,434
14
$4.2M 0.95%
35,976
+1,178
15
$2.77M 0.63%
57,945
-19,078
16
$2.53M 0.57%
70,016
+4,853
17
$2.11M 0.48%
70,847
+5,682
18
$2.02M 0.46%
35,211
+1,202
19
$1.82M 0.41%
38,288
+5,296
20
$1.81M 0.41%
206,083
21
$1.78M 0.4%
80,885
+5,491
22
$1.73M 0.39%
20,507
-51,450
23
$1.61M 0.36%
40,902
+6,142
24
$1.48M 0.34%
16,166
-24,911
25
$1.48M 0.33%
14,647
+1,461
1
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