BWM

Baystate Wealth Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 15.87%
This Fund
S&P 500
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
689
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.67M
3
+$2.06M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$777K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$771K

Top Sells

1
+$1.66M
2
+$842K
3
+$824K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$707K
5
ACN icon
Accenture
ACN
+$586K

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%
80
361
$11K ﹤0.01%
350
362
$11K ﹤0.01%
123
363
$11K ﹤0.01%
50
364
$11K ﹤0.01%
205
365
$11K ﹤0.01%
337
+4
366
$11K ﹤0.01%
+130
367
$11K ﹤0.01%
161
368
$11K ﹤0.01%
339
369
$10K ﹤0.01%
51
370
$10K ﹤0.01%
534
371
$10K ﹤0.01%
176
372
$10K ﹤0.01%
280
373
$10K ﹤0.01%
100
374
$10K ﹤0.01%
195
375
$10K ﹤0.01%
186
13 14
15
16 17