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
351
$38K ﹤0.01%
183
-26
352
$38K ﹤0.01%
444
+26
353
$38K ﹤0.01%
732
+8
354
$37K ﹤0.01%
400
355
$37K ﹤0.01%
1,589
-845
356
$37K ﹤0.01%
206
-24
357
$37K ﹤0.01%
1,110
358
$37K ﹤0.01%
317
+91
359
$36K ﹤0.01%
643
+4
360
$36K ﹤0.01%
312
361
$36K ﹤0.01%
+658
362
$36K ﹤0.01%
73
363
$36K ﹤0.01%
91
+1
364
$36K ﹤0.01%
90
365
$35K ﹤0.01%
420
+60
366
$35K ﹤0.01%
2,000
367
$35K ﹤0.01%
909
+64
368
$35K ﹤0.01%
1,698
369
$35K ﹤0.01%
255
370
$34K ﹤0.01%
+1,000
371
$34K ﹤0.01%
1,967
+21
372
$34K ﹤0.01%
250
373
$33K ﹤0.01%
613
-49
374
$32K ﹤0.01%
19,687
375
$32K ﹤0.01%
275
+2
13 14
15
16 17