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BHWM

Bay Harbor Wealth Management Portfolio holdings

AUM $434M
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
+8.9%
1 Year Est. Return
+18.95%
3 Year Est. Return
+47.94%
5 Year Est. Return
+39.16%
10 Year Est. Return
AUM
$147M
AUM Growth
+$21M
Cap. Flow
+$9.83M
Cap. Flow %
6.7%
Top 10 Hldgs %
49.54%
Holding
447
New
34
Increased
129
Reduced
99
Closed
29
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VEA icon
1
Vanguard FTSE Developed Markets ETF
VEA
$229B
$11.4M 7.74%
277,879
+28,654
+11% +$1.15M
VTV icon
2
Vanguard Morningstar Value ETF
VTV
$188B
$10.2M 6.96%
94,853
+5,821
+7% +$613K
BNDX icon
3
Vanguard Total International Bond ETF
BNDX
$81.9B
$10.2M 6.93%
182,223
+12,879
+8% +$707K
VUG icon
4
Vanguard Morningstar Growth ETF
VUG
$220B
$9.66M 6.59%
370,698
+21,600
+6% +$533K
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$44.6B
$9.2M 6.27%
115,533
+7,640
+7% +$603K
VMBS icon
6
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$5.05M 3.44%
96,472
+6,736
+8% +$349K
BIV icon
7
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$4.79M 3.27%
57,078
+2,114
+4% +$174K
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$4.46M 3.04%
15,778
-1,719
-10% -$467K
BLV icon
9
Vanguard Long-Term Bond ETF
BLV
$5.7B
$4.11M 2.8%
44,606
+2,583
+6% +$229K
SPDW icon
10
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$3.68M 2.51%
125,932
+29,203
+30% +$832K
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$3.21M 2.19%
75,509
+8,491
+13% +$350K
VB icon
12
Vanguard Morningstar Small-Cap ETF
VB
$79.7B
$2.94M 2%
19,228
+719
+4% +$107K
IVV icon
13
iShares Core S&P 500 ETF
IVV
$878B
$2.85M 1.94%
10,007
+4,001
+67% +$1.09M
NEAR icon
14
iShares Short Maturity Bond ETF
NEAR
$4.83B
$2.41M 1.64%
47,944
+21,396
+81% +$1.07M
AAPL icon
15
Apple
AAPL
$4.46T
$2.39M 1.63%
50,328
-56
-0.1% -$2.38K
SPIB icon
16
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$2.2M 1.5%
64,352
+880
+1% +$29.6K
ITOT icon
17
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$2.14M 1.46%
33,174
+8,771
+36% +$544K
USMV icon
18
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$2M 1.37%
34,078
+3,194
+10% +$179K
SPEM icon
19
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$1.98M 1.35%
55,381
+33,474
+153% +$1.17M
TOTL icon
20
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.09B
$1.98M 1.35%
40,859
-81
-0.2% -$3.87K
JNK icon
21
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
$1.72M 1.17%
15,968
+2,461
+18% +$261K
SPIP icon
22
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$1.43M 0.98%
51,498
-30
-0.1% -$819
RSP icon
23
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$1.41M 0.96%
13,514
+351
+3% +$35.4K
MDY icon
24
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$1.36M 0.93%
3,942
-1,394
-26% -$469K
SPAB icon
25
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.74B
$1.22M 0.83%
42,556
-981
-2% -$27.5K

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Bay Harbor Wealth Management's Q1 2019 Portfolio in Review

As of Q1 2019, Bay Harbor Wealth Management held 447 positions worth $147M, up 17% from $126M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Bay Harbor Wealth Management deployed $9.83M of net new capital in Q1 2019, opening 34 new positions and adding to 129 existing holdings. Its largest new stake was State Street Industrial Select Sector SPDR ETF: 7,618 shares worth $572K.

By sector, the portfolio is most concentrated in Technology at 2.6% of assets, up from 2.5% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, an estimated $812K trimmed.

  • Bay Harbor Wealth Management's largest Q1 2019 buy was State Street Industrial Select Sector SPDR ETF: 7,618 shares worth $572K.
  • Bay Harbor Wealth Management added most to State Street SPDR Portfolio Emerging Markets ETF in Q1 2019, an estimated $1.17M increase.
  • Bay Harbor Wealth Management's biggest Q1 2019 reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, cutting an estimated $812K.
  • Bay Harbor Wealth Management fully exited AstraZeneca in Q1 2019, selling an estimated $119K.
  • Bay Harbor Wealth Management's ten largest holdings make up 50% of its $147M portfolio in Q1 2019.
  • Bay Harbor Wealth Management opened 34 new positions and closed 29 in Q1 2019.
  • Bay Harbor Wealth Management's portfolio value rose 17% quarter-over-quarter to $147M.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2019, filed 22 Apr 2019.