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
$763M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.72M
3
+$2.07M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$800K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$780K

Top Sells

1
+$1.71M
2
+$863K
3
+$832K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$726K
5
ACN icon
Accenture
ACN
+$610K

Sector Composition

1 Technology 1.54%
2 Healthcare 1.28%
3 Financials 0.75%
4 Consumer Discretionary 0.73%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
90
352
$12K ﹤0.01%
103
353
$11K ﹤0.01%
+200
354
$11K ﹤0.01%
+275
355
$11K ﹤0.01%
39
356
$11K ﹤0.01%
180
357
$11K ﹤0.01%
140
358
$11K ﹤0.01%
121
359
$11K ﹤0.01%
40
360
$11K ﹤0.01%
350
361
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123
362
$11K ﹤0.01%
50
363
$11K ﹤0.01%
205
364
$11K ﹤0.01%
337
+4
365
$11K ﹤0.01%
80
366
$11K ﹤0.01%
+130
367
$11K ﹤0.01%
181
368
$11K ﹤0.01%
339
369
$10K ﹤0.01%
132
-271
370
$10K ﹤0.01%
51
371
$10K ﹤0.01%
534
372
$10K ﹤0.01%
176
373
$10K ﹤0.01%
194
+1
374
$10K ﹤0.01%
280
375
$10K ﹤0.01%
100
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