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
$1.13B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$5.2M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.85M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$4.48M

Top Sells

1
+$16.1M
2
+$1.03M
3
+$618K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$384K
5
IXG icon
iShares Global Financials ETF
IXG
+$370K

Sector Composition

1 Healthcare 3.42%
2 Technology 2.91%
3 Financials 1.03%
4 Consumer Discretionary 0.77%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$12K ﹤0.01%
86
552
$12K ﹤0.01%
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553
$11K ﹤0.01%
837
+6
554
$11K ﹤0.01%
171
-6
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63
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+7
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79
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561
$11K ﹤0.01%
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562
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563
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+1
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$11K ﹤0.01%
+136
565
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55
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566
$11K ﹤0.01%
+103
567
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568
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305
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569
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500
570
$11K ﹤0.01%
476
571
$11K ﹤0.01%
+137
572
$11K ﹤0.01%
514
573
$11K ﹤0.01%
502
+2
574
$10K ﹤0.01%
+100
575
$10K ﹤0.01%
64
21 22
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