BWM

Baystate Wealth Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 15.87%
This Fund
S&P 500
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
+$23.2M
2
+$18.8M
3
+$5.51M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.83M
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$4.05M

Top Sells

1
+$41.1M
2
+$5.72M
3
+$5.54M
4
SYK icon
Stryker
SYK
+$3.48M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$723K

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
626
$7K ﹤0.01%
45
627
$7K ﹤0.01%
200
+100
628
$7K ﹤0.01%
462
+11
629
$7K ﹤0.01%
514
630
$7K ﹤0.01%
24
-10
631
$7K ﹤0.01%
170
632
$7K ﹤0.01%
118
+1
633
$7K ﹤0.01%
390
-130
634
$6K ﹤0.01%
84
635
$6K ﹤0.01%
+35
636
$6K ﹤0.01%
275
+2
637
$6K ﹤0.01%
+95
638
$6K ﹤0.01%
529
+10
639
$6K ﹤0.01%
717
640
$6K ﹤0.01%
+164
641
$6K ﹤0.01%
208
642
$6K ﹤0.01%
176
643
$6K ﹤0.01%
167
644
$6K ﹤0.01%
55
645
$6K ﹤0.01%
+300
646
$6K ﹤0.01%
145
647
$6K ﹤0.01%
72
648
$6K ﹤0.01%
44
649
$6K ﹤0.01%
+153
650
$6K ﹤0.01%
208
-1,544
24 25
26
27 28