BWM
Baystate Wealth Management Portfolio holdings
AUM
$1.36B
1-Year Return
15.87%
This Quarter Return
+11.33%
1 Year Return
+15.87%
3 Year Return
+14.62%
5 Year Return
+55.72%
10 Year Return
+68.86%
AUM
$878M
AUM Growth
+$40.7M
(+4.9%)
Cap. Flow
-$47.9M
Cap. Flow
% of AUM
-5.46%
Top 10 Holdings %
Top 10 Hldgs %
62.89%
Holding
805
New
80
Increased
186
Reduced
204
Closed
73
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$14.8M |
| 2 |
Stryker
SYK
|
+$14.4M |
| 3 |
FMC
FMC
|
+$1.78M |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$1.48M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.4M |
Top Sells
Sector Composition
| 1 | Healthcare | 2.78% |
| 2 | Technology | 2.63% |
| 3 | Financials | 0.84% |
| 4 | Consumer Discretionary | 0.82% |
| 5 | Consumer Staples | 0.68% |
