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
376
$32K ﹤0.01%
565
+2
377
$32K ﹤0.01%
231
-363
378
$32K ﹤0.01%
58
-25
379
$32K ﹤0.01%
1,180
+5
380
$32K ﹤0.01%
695
-361
381
$31K ﹤0.01%
274
+2
382
$31K ﹤0.01%
972
+6
383
$31K ﹤0.01%
663
+3
384
$31K ﹤0.01%
614
385
$30K ﹤0.01%
385
+1
386
$30K ﹤0.01%
346
+63
387
$30K ﹤0.01%
823
388
$30K ﹤0.01%
500
-15
389
$30K ﹤0.01%
320
+5
390
$30K ﹤0.01%
+1,863
391
$30K ﹤0.01%
132
+4
392
$29K ﹤0.01%
+1,100
393
$29K ﹤0.01%
513
394
$29K ﹤0.01%
436
+251
395
$29K ﹤0.01%
2,638
+13
396
$29K ﹤0.01%
804
397
$29K ﹤0.01%
2,444
+25
398
$29K ﹤0.01%
+288
399
$29K ﹤0.01%
524
+1
400
$29K ﹤0.01%
366
+2
14 15
16
17 18