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
$515M
AUM Growth
+$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.18M
3
+$2.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.48M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.08M

Top Sells

1
+$1.32M
2
+$906K
3
+$313K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$256K
5
DNA icon
Ginkgo Bioworks
DNA
+$124K

Sector Composition

1 Technology 3.47%
2 Industrials 0.09%
3 Consumer Discretionary 0.07%
4 Communication Services 0.05%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$192M 37.31%
662,446
-882
2
$58.7M 11.41%
816,301
+44,253
3
$34.5M 6.7%
690,338
+51,334
4
$34.1M 6.62%
998,144
+31,688
5
$24.9M 4.83%
348,004
-12,690
6
$22.4M 4.35%
210,228
+13,884
7
$21.1M 4.1%
726,663
+19,031
8
$17.3M 3.37%
393,670
+7,883
9
$16M 3.11%
119,057
-9,807
10
$15.9M 3.09%
277,407
+3,478
11
$15.9M 3.09%
354,342
+2,625
12
$14.1M 2.75%
589,380
+11,128
13
$6.96M 1.35%
+66,316
14
$6.17M 1.2%
32,505
-455
15
$4.88M 0.95%
42,633
+1,998
16
$2.86M 0.56%
74,539
+1,504
17
$2.65M 0.51%
28,948
-3,426
18
$2.62M 0.51%
54,098
+1,640
19
$2.38M 0.46%
79,819
+3,751
20
$2.15M 0.42%
37,885
+651
21
$2.09M 0.41%
96,156
+5,646
22
$1.97M 0.38%
41,458
+3,419
23
$1.76M 0.34%
42,315
-208
24
$1.68M 0.33%
15,237
+45
25
$911K 0.18%
3,636
-149
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