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
476
$17K ﹤0.01%
498
+1
477
$17K ﹤0.01%
224
+2
478
$17K ﹤0.01%
1,000
479
$17K ﹤0.01%
128
480
$17K ﹤0.01%
+131
481
$17K ﹤0.01%
+785
482
$16K ﹤0.01%
373
483
$16K ﹤0.01%
495
+4
484
$16K ﹤0.01%
+690
485
$16K ﹤0.01%
1,246
+283
486
$16K ﹤0.01%
148
487
$16K ﹤0.01%
42
488
$16K ﹤0.01%
177
489
$16K ﹤0.01%
334
490
$16K ﹤0.01%
90
491
$16K ﹤0.01%
812
+4
492
$16K ﹤0.01%
+768
493
$16K ﹤0.01%
335
+4
494
$16K ﹤0.01%
453
495
$15K ﹤0.01%
123
496
$15K ﹤0.01%
174
+1
497
$15K ﹤0.01%
72
498
$15K ﹤0.01%
70
+1
499
$15K ﹤0.01%
103
500
$15K ﹤0.01%
1,024
18 19
20
21 22