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
$1.03B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$18.7M
3
+$5.02M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.4M
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$3.76M

Top Sells

1
+$39.8M
2
+$5.66M
3
+$5.52M
4
SYK icon
Stryker
SYK
+$2.95M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$717K

Sector Composition

1 Healthcare 2.91%
2 Technology 2.66%
3 Financials 0.98%
4 Consumer Discretionary 0.73%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$73K 0.01%
1,190
+1,157
277
$73K 0.01%
425
-62
278
$72K 0.01%
821
+3
279
$72K 0.01%
+5,401
280
$71K 0.01%
512
+1
281
$71K 0.01%
288
-7
282
$70K 0.01%
414
283
$70K 0.01%
+2,200
284
$70K 0.01%
+17,919
285
$69K 0.01%
1,799
+24
286
$66K 0.01%
1,613
-2,286
287
$65K 0.01%
1,408
-2,027
288
$65K 0.01%
321
289
$65K 0.01%
4,365
+6
290
$64K 0.01%
1,544
+25
291
$64K 0.01%
1,215
292
$64K 0.01%
535
293
$63K 0.01%
1,041
+1
294
$63K 0.01%
607
-23
295
$63K 0.01%
554
296
$62K 0.01%
289
+2
297
$62K 0.01%
527
298
$60K 0.01%
663
+73
299
$60K 0.01%
357
+3
300
$59K 0.01%
1,638
+64
10 11
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