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
676
$5K ﹤0.01%
21
677
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+457
678
$5K ﹤0.01%
100
679
$4K ﹤0.01%
58
680
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158
+5
681
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109
+1
682
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181
-15,739
683
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94
+1
684
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50
685
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44
686
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76
687
$4K ﹤0.01%
22
688
$4K ﹤0.01%
100
689
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127
+1
690
$4K ﹤0.01%
110
691
$4K ﹤0.01%
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692
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100
695
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40
696
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30
697
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18
698
$3K ﹤0.01%
100
699
$3K ﹤0.01%
47
700
$3K ﹤0.01%
100
26 27
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29 30