BWM
Baystate Wealth Management Portfolio holdings
AUM
$1.36B
This Quarter Return
+0.58%
1 Year Return
+15.87%
3 Year Return
+14.62%
5 Year Return
+55.72%
10 Year Return
+68.86%
AUM
$461M
AUM Growth
+$461M
(-1.2%)
Cap. Flow
-$7.86M
Cap. Flow
% of AUM
-1.7%
Top 10 Holdings %
Top 10 Hldgs %
92.28%
Holding
67
New
14
Increased
23
Reduced
17
Closed
4
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$9.96M |
| 2 |
iShares Morningstar Growth ETF
ILCG
|
$5.03M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$4.37M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.64M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.18M |
Top Sells
Sector Composition
| 1 | Healthcare | 0.81% |
| 2 | Communication Services | 0.54% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Technology | 0.46% |
| 5 | Financials | 0.29% |
