BWM
Baystate Wealth Management Portfolio holdings
AUM
$1.36B
1-Year Return
15.87%
This Quarter Return
+4.93%
1 Year Return
+15.87%
3 Year Return
+14.62%
5 Year Return
+55.72%
10 Year Return
+68.86%
AUM
$520M
AUM Growth
+$17M
(+3.4%)
Cap. Flow
-$3.95M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
82.73%
Holding
685
New
248
Increased
195
Reduced
77
Closed
27
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
$55M |
| 2 |
SPDR S&P International Small Cap ETF
GWX
|
$30.3M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$2.88M |
| 4 |
Alerian MLP ETF
AMLP
|
$1.86M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$1.66M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.54% |
| 2 | Technology | 0.89% |
| 3 | Consumer Discretionary | 0.79% |
| 4 | Financials | 0.78% |
| 5 | Consumer Staples | 0.77% |
