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BHWM
Bay Harbor Wealth Management Portfolio holdings
AUM
$386M
1-Year Est. Return
14.53%
This Fund
S&P 500
1 Year Est. Return
+14.53%
AUM
$235M
AUM Growth
+$16.6M
(+7.6%)
Holding
233
Top Buys
| 1 | +$2.54M | |
| 2 | +$2.22M | |
| 3 | +$2.1M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.32M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.15M |
Top Sells
| 1 | +$3.25M | |
| 2 | +$1.47M | |
| 3 | +$1.04M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$796K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$594K |
Sector Composition
| 1 | Technology | 0.49% |
| 2 | Financials | 0.32% |
| 3 | Healthcare | 0.3% |
| 4 | Consumer Discretionary | 0.23% |
| 5 | Communication Services | 0.23% |