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
451
$20K ﹤0.01%
160
-93
452
$20K ﹤0.01%
590
+21
453
$20K ﹤0.01%
151
454
$20K ﹤0.01%
466
-136
455
$20K ﹤0.01%
59
456
$20K ﹤0.01%
107
457
$19K ﹤0.01%
115
458
$19K ﹤0.01%
93
+1
459
$19K ﹤0.01%
+6,680
460
$19K ﹤0.01%
144
+1
461
$19K ﹤0.01%
408
462
$19K ﹤0.01%
792
463
$19K ﹤0.01%
169
+60
464
$18K ﹤0.01%
54
465
$18K ﹤0.01%
1,539
466
$18K ﹤0.01%
55
467
$18K ﹤0.01%
75
468
$18K ﹤0.01%
225
+32
469
$18K ﹤0.01%
128
470
$18K ﹤0.01%
990
471
$17K ﹤0.01%
305
+1
472
$17K ﹤0.01%
113
473
$17K ﹤0.01%
1,030
+15
474
$17K ﹤0.01%
202
475
$17K ﹤0.01%
272
+1
17 18
19
20 21