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
626
$7K ﹤0.01%
306
+1
627
$7K ﹤0.01%
39
-13
628
$7K ﹤0.01%
168
629
$7K ﹤0.01%
45
630
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200
+100
631
$7K ﹤0.01%
462
+11
632
$7K ﹤0.01%
514
633
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24
-10
634
$6K ﹤0.01%
84
635
$6K ﹤0.01%
+35
636
$6K ﹤0.01%
67
637
$6K ﹤0.01%
275
+2
638
$6K ﹤0.01%
+95
639
$6K ﹤0.01%
529
+10
640
$6K ﹤0.01%
717
641
$6K ﹤0.01%
+164
642
$6K ﹤0.01%
208
643
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176
644
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167
645
$6K ﹤0.01%
55
646
$6K ﹤0.01%
+300
647
$6K ﹤0.01%
145
648
$6K ﹤0.01%
72
649
$6K ﹤0.01%
86
650
$6K ﹤0.01%
26
24 25
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