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
551
$10K ﹤0.01%
356
-12
552
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152
+1
553
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108
-66
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321
555
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+889
556
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304
+2
557
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186
558
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559
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560
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31
561
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340
562
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563
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21
564
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131
565
$10K ﹤0.01%
362
-312
566
$10K ﹤0.01%
430
567
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568
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+568
569
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211
570
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+247
571
$9K ﹤0.01%
172
+1
572
$9K ﹤0.01%
4
573
$9K ﹤0.01%
+1,000
574
$9K ﹤0.01%
79
575
$9K ﹤0.01%
82
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