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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
$167M
AUM Growth
+$6.06M
(+3.8%)
Holding
440
Top Buys
| 1 | +$3.33M | |
| 2 | +$3M | |
| 3 | +$1.71M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.68M |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$1.67M |
Top Sells
| 1 | +$2.22M | |
| 2 | +$1.99M | |
| 3 | +$1.71M | |
| 4 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.11M |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$837K |
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Financials | 2.25% |
| 3 | Energy | 1.39% |
| 4 | Healthcare | 1.31% |
| 5 | Communication Services | 1.27% |