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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
$187M
AUM Growth
+$22.8M
(+14%)
Holding
447
Top Buys
| 1 | +$5.34M | |
| 2 | +$3.09M | |
| 3 | +$2.23M | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$2.02M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.83M |
Top Sells
| 1 | +$2.14M | |
| 2 | +$2.08M | |
| 3 | +$1.93M | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$1.88M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.77M |
Sector Composition
| 1 | Technology | 3.14% |
| 2 | Financials | 1.67% |
| 3 | Healthcare | 1.06% |
| 4 | Communication Services | 0.98% |
| 5 | Consumer Staples | 0.87% |