BWM
Baystate Wealth Management Portfolio holdings
AUM
$1.36B
1-Year Return
15.87%
This Quarter Return
+1.81%
1 Year Return
+15.87%
3 Year Return
+14.62%
5 Year Return
+55.72%
10 Year Return
+68.86%
AUM
$763M
AUM Growth
+$7.12M
(+0.94%)
Cap. Flow
+$6.89M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
83.89%
Holding
688
New
27
Increased
189
Reduced
124
Closed
45
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$1.71M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$863K |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$832K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$726K |
| 5 |
Accenture
ACN
|
$610K |
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Healthcare | 1.28% |
| 3 | Financials | 0.75% |
| 4 | Consumer Discretionary | 0.73% |
| 5 | Industrials | 0.69% |
