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
401
$28K ﹤0.01%
102
-96
402
$28K ﹤0.01%
279
+1
403
$28K ﹤0.01%
261
+2
404
$27K ﹤0.01%
179
405
$27K ﹤0.01%
57
406
$27K ﹤0.01%
111
407
$27K ﹤0.01%
517
408
$27K ﹤0.01%
400
-3,260
409
$27K ﹤0.01%
366
-118
410
$27K ﹤0.01%
82
411
$26K ﹤0.01%
135
412
$26K ﹤0.01%
404
413
$26K ﹤0.01%
320
+3
414
$26K ﹤0.01%
845
415
$26K ﹤0.01%
342
-105
416
$26K ﹤0.01%
795
+3
417
$26K ﹤0.01%
1,006
418
$26K ﹤0.01%
469
+27
419
$26K ﹤0.01%
573
+6
420
$26K ﹤0.01%
752
421
$25K ﹤0.01%
785
+9
422
$25K ﹤0.01%
262
423
$25K ﹤0.01%
402
+25
424
$24K ﹤0.01%
752
425
$24K ﹤0.01%
1,062
+9
15 16
17
18 19