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
+$22.9M
2
+$18.7M
3
+$5.02M
4
SPDW icon
State Street 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
676
$5K ﹤0.01%
66
-42
677
$5K ﹤0.01%
185
678
$5K ﹤0.01%
100
679
$4K ﹤0.01%
44
680
$4K ﹤0.01%
76
681
$4K ﹤0.01%
58
682
$4K ﹤0.01%
158
+5
683
$4K ﹤0.01%
22
684
$4K ﹤0.01%
100
685
$4K ﹤0.01%
127
+1
686
$4K ﹤0.01%
109
+1
687
$4K ﹤0.01%
110
688
$4K ﹤0.01%
70
689
$4K ﹤0.01%
11
690
$4K ﹤0.01%
162
691
$4K ﹤0.01%
100
692
$4K ﹤0.01%
40
693
$4K ﹤0.01%
30
694
$4K ﹤0.01%
181
-15,739
695
$4K ﹤0.01%
94
+1
696
$4K ﹤0.01%
50
697
$4K ﹤0.01%
18
698
$3K ﹤0.01%
100
699
$3K ﹤0.01%
82
700
$3K ﹤0.01%
2
26 27
28
29 30