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
$763M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.72M
3
+$2.07M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$800K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$780K

Top Sells

1
+$1.71M
2
+$863K
3
+$832K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$726K
5
ACN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
152
+1
577
$1K ﹤0.01%
20
578
$1K ﹤0.01%
20
579
$1K ﹤0.01%
3
580
$1K ﹤0.01%
3
581
$1K ﹤0.01%
20
582
$1K ﹤0.01%
40
583
$1K ﹤0.01%
4
584
$1K ﹤0.01%
64
+1
585
$1K ﹤0.01%
53
+1
586
$1K ﹤0.01%
55
587
$1K ﹤0.01%
10
588
$1K ﹤0.01%
55
+2
589
$1K ﹤0.01%
10
590
$1K ﹤0.01%
24
591
$1K ﹤0.01%
15
592
$1K ﹤0.01%
10
593
$1K ﹤0.01%
1
594
$1K ﹤0.01%
7
595
$1K ﹤0.01%
20
596
$1K ﹤0.01%
10
597
$1K ﹤0.01%
62
598
$1K ﹤0.01%
3
599
$1K ﹤0.01%
10
600
$1K ﹤0.01%
25
22 23
24
25 26