BWM
Baystate Wealth Management Portfolio holdings
AUM
$1.36B
1-Year Return
15.87%
This Quarter Return
-9.03%
1 Year Return
+15.87%
3 Year Return
+14.62%
5 Year Return
+55.72%
10 Year Return
+68.86%
AUM
$383M
AUM Growth
+$10.6M
(+2.8%)
Cap. Flow
+$44.1M
Cap. Flow
% of AUM
11.51%
Top 10 Holdings %
Top 10 Hldgs %
91.94%
Holding
63
New
3
Increased
30
Reduced
13
Closed
7
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$22.3M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$11.2M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.55M |
| 4 |
iShares Morningstar Growth ETF
ILCG
|
$4.49M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$3.91M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.05% |
| 2 | Consumer Discretionary | 0.76% |
| 3 | Technology | 0.43% |
| 4 | Communication Services | 0.42% |
| 5 | Energy | 0.29% |
