BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $606M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$9.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$6.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.95M

Top Sells

1
+$1.45M
2
+$479K
3
+$424K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$206K
5
DNA icon
Ginkgo Bioworks
DNA
+$203K

Sector Composition

1 Technology 2.62%
2 Consumer Discretionary 0.08%
3 Communication Services 0.04%
4 Consumer Staples 0.04%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$206M 37.06%
676,828
+34,076
2
$62.9M 11.34%
854,729
+129,054
3
$40.7M 7.34%
1,006,361
+64,981
4
$36.5M 6.58%
714,668
+120,106
5
$25.6M 4.61%
341,551
-19,409
6
$24.3M 4.38%
232,865
+47,346
7
$21.9M 3.94%
747,610
+22,916
8
$19.9M 3.58%
295,689
+36,481
9
$19.5M 3.52%
395,006
+28,290
10
$15.9M 2.87%
374,051
+38,225
11
$15.1M 2.72%
612,418
+61,261
12
$12.9M 2.32%
81,420
+78,256
13
$7.72M 1.39%
70,374
+4,531
14
$6.78M 1.22%
35,187
+5,350
15
$6.05M 1.09%
45,053
+8,329
16
$4.8M 0.87%
52,349
+15,515
17
$3.14M 0.57%
73,387
+1,880
18
$2.66M 0.48%
119,617
+31,756
19
$2.6M 0.47%
86,194
+12,987
20
$2.58M 0.47%
51,415
-2,669
21
$2.58M 0.46%
39,331
+3,165
22
$1.94M 0.35%
40,597
+2,674
23
$1.81M 0.33%
44,623
+3,372
24
$1.3M 0.23%
11,204
-3,647
25
$832K 0.15%
40,047
+9,135
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