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
$1.09B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,018
New
Increased
Reduced
Closed

Top Buys

1 +$39.4M
2 +$18.5M
3 +$15.5M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$6.44M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$4.37M

Sector Composition

1 Healthcare 3.25%
2 Technology 2.19%
3 Financials 1.03%
4 Industrials 0.77%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K ﹤0.01%
170
+1
627
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45
628
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169
629
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84
633
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270
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635
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636
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91
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363
642
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110
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252
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645
$7K ﹤0.01%
1,120
646
$7K ﹤0.01%
1,539
647
$7K ﹤0.01%
170
648
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259
649
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200
650
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486
+12