BWM
Baystate Wealth Management Portfolio holdings
AUM
$1.36B
1-Year Return
15.87%
This Quarter Return
+11.06%
1 Year Return
+15.87%
3 Year Return
+14.62%
5 Year Return
+55.72%
10 Year Return
+68.86%
AUM
$756M
AUM Growth
+$69.8M
(+10%)
Cap. Flow
+$23.1M
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
84.21%
Holding
726
New
53
Increased
256
Reduced
87
Closed
62
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$22.4M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$21.9M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$6.3M |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$3.69M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.98M |
Top Sells
Sector Composition
| 1 | Technology | 1.62% |
| 2 | Healthcare | 1.23% |
| 3 | Consumer Discretionary | 0.8% |
| 4 | Industrials | 0.73% |
| 5 | Financials | 0.72% |
