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
$455M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.9M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M

Top Sells

1
+$815K
2
+$207K
3
+$187K
4
MSFT icon
Microsoft
MSFT
+$155K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$115K

Sector Composition

1 Technology 0.46%
2 Industrials 0.19%
3 Consumer Discretionary 0.06%
4 Communication Services 0.06%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$172M 37.8%
642,752
+5,063
2
$52.3M 11.49%
725,675
+44,685
3
$33M 7.26%
941,380
+5,625
4
$29.7M 6.52%
594,562
+27,214
5
$23.9M 5.26%
360,960
-485
6
$20.9M 4.6%
724,694
+5,078
7
$19.8M 4.35%
185,519
+11,594
8
$16M 3.53%
366,716
+5,069
9
$15.2M 3.34%
259,208
+9,647
10
$13.9M 3.07%
335,826
+7,509
11
$12.8M 2.82%
551,157
+17,166
12
$6.36M 1.4%
65,843
-1,194
13
$5.04M 1.11%
29,837
+504
14
$4.32M 0.95%
36,724
+748
15
$3.38M 0.74%
36,834
+20,668
16
$2.69M 0.59%
71,507
+1,491
17
$2.63M 0.58%
54,084
-3,861
18
$2.17M 0.48%
73,207
+2,360
19
$2.07M 0.46%
36,166
+955
20
$1.92M 0.42%
87,861
+6,976
21
$1.79M 0.39%
37,923
-365
22
$1.57M 0.35%
41,251
+349
23
$1.54M 0.34%
14,851
+204
24
$851K 0.19%
206,081
-2
25
$843K 0.19%
4,000
-521
1
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