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
$600M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$4.36M
3 +$2.93M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$2.86M
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$1.71M

Top Sells

1 +$1.69M
2 +$361K
3 +$252K
4
ABB
ABB Ltd
ABB
+$225K
5
GSK icon
GSK
GSK
+$201K

Sector Composition

1 Healthcare 1.45%
2 Technology 1.06%
3 Consumer Discretionary 0.85%
4 Financials 0.78%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-300