BWM

Baystate Wealth Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$5.2M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.85M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$4.48M

Top Sells

1
+$16.1M
2
+$1.03M
3
+$618K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$384K
5
IXG icon
iShares Global Financials ETF
IXG
+$370K

Sector Composition

1 Healthcare 3.42%
2 Technology 2.91%
3 Financials 1.03%
4 Consumer Discretionary 0.77%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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535
+1
277
$75K 0.01%
414
278
$75K 0.01%
943
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280
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281
$73K 0.01%
778
282
$72K 0.01%
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283
$72K 0.01%
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284
$72K 0.01%
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285
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527
286
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198
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287
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348
288
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289
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354
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290
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291
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292
$65K 0.01%
1,574
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295
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296
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554
297
$62K 0.01%
287
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416
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299
$61K 0.01%
511
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300
$60K 0.01%
506
+6
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