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
626
$7K ﹤0.01%
168
+1
627
$7K ﹤0.01%
100
628
$7K ﹤0.01%
+451
629
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50
630
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84
631
$6K ﹤0.01%
67
+58
632
$6K ﹤0.01%
+200
633
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+50
634
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410
+10
635
$6K ﹤0.01%
111
636
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35
637
$6K ﹤0.01%
167
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638
$6K ﹤0.01%
5
639
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86
640
$6K ﹤0.01%
21
641
$6K ﹤0.01%
44
642
$6K ﹤0.01%
185
-5
643
$6K ﹤0.01%
+201
644
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93
+1
645
$6K ﹤0.01%
63
646
$6K ﹤0.01%
168
-101
647
$6K ﹤0.01%
49
-51
648
$5K ﹤0.01%
+2
649
$5K ﹤0.01%
+100
650
$5K ﹤0.01%
39
24 25
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