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
426
$23K ﹤0.01%
346
427
$23K ﹤0.01%
34
428
$23K ﹤0.01%
832
+6
429
$23K ﹤0.01%
1,197
+9
430
$23K ﹤0.01%
48
431
$23K ﹤0.01%
282
432
$23K ﹤0.01%
854
-2,031
433
$22K ﹤0.01%
185
+1
434
$22K ﹤0.01%
349
+4
435
$22K ﹤0.01%
3,066
436
$22K ﹤0.01%
336
+3
437
$22K ﹤0.01%
673
+344
438
$22K ﹤0.01%
260
439
$22K ﹤0.01%
566
+3
440
$21K ﹤0.01%
653
441
$21K ﹤0.01%
44
442
$21K ﹤0.01%
436
+5
443
$21K ﹤0.01%
+201
444
$21K ﹤0.01%
194
445
$21K ﹤0.01%
326
+3
446
$21K ﹤0.01%
1,133
+657
447
$21K ﹤0.01%
153
448
$21K ﹤0.01%
2,475
449
$21K ﹤0.01%
214
450
$20K ﹤0.01%
174
-1
16 17
18
19 20