BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $611M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$2.44M
3
+$2.41M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.23M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.22M

Top Sells

1
+$3.21M
2
+$3.14M
3
+$1.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$381K
5
ACN icon
Accenture
ACN
+$208K

Sector Composition

1 Technology 2.82%
2 Consumer Discretionary 0.1%
3 Communication Services 0.05%
4 Healthcare 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$219M 36.79%
666,665
-10,163
2
$66M 11.1%
887,904
+33,175
3
$42M 7.06%
980,548
-25,813
4
$37.8M 6.36%
738,557
+23,889
5
$27.6M 4.64%
342,411
+860
6
$23M 3.87%
785,241
+37,631
7
$21.6M 3.63%
202,880
-29,985
8
$21M 3.54%
294,861
-828
9
$21M 3.53%
387,620
-7,386
10
$17.4M 2.93%
376,264
+2,213
11
$16.2M 2.72%
633,416
+20,998
12
$15.2M 2.55%
81,278
-142
13
$9.61M 1.62%
81,171
+10,797
14
$7.5M 1.26%
35,804
+617
15
$7.22M 1.21%
78,686
+26,337
16
$6.49M 1.09%
45,519
+466
17
$4.83M 0.81%
95,790
+86,283
18
$3.44M 0.58%
73,392
+5
19
$3.14M 0.53%
45,258
+5,927
20
$2.79M 0.47%
124,358
+4,741
21
$2.72M 0.46%
53,667
+2,252
22
$2.7M 0.45%
89,222
+3,028
23
$2.01M 0.34%
44,351
-272
24
$2.01M 0.34%
41,731
+1,134
25
$1.42M 0.24%
11,230
+26
1
2 3