We are live on
!
Find out more
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
$147M
AUM Growth
+$21M
(+17%)
Holding
448
Top Buys
| 1 | +$1.17M | |
| 2 | +$1.15M | |
| 3 | +$1.09M | |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
+$1.07M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$832K |
Top Sells
| 1 | +$812K | |
| 2 | +$781K | |
| 3 | +$582K | |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$510K |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$469K |
Sector Composition
| 1 | Technology | 2.55% |
| 2 | Financials | 2.05% |
| 3 | Consumer Staples | 1.88% |
| 4 | Communication Services | 1.41% |
| 5 | Energy | 1.34% |