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
$1.13B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$5.2M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.85M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$4.48M

Top Sells

1
+$16.1M
2
+$1.03M
3
+$618K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$384K
5
IXG icon
iShares Global Financials ETF
IXG
+$370K

Sector Composition

1 Healthcare 3.42%
2 Technology 2.91%
3 Financials 1.03%
4 Consumer Discretionary 0.77%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
19
727
$3K ﹤0.01%
40
728
$3K ﹤0.01%
60
729
$3K ﹤0.01%
152
+3
730
$3K ﹤0.01%
10
731
$3K ﹤0.01%
50
732
$3K ﹤0.01%
203
+1
733
$3K ﹤0.01%
651
734
$3K ﹤0.01%
34
735
$2K ﹤0.01%
10
736
$2K ﹤0.01%
35
737
$2K ﹤0.01%
38
738
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47
-385
739
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25
740
$2K ﹤0.01%
102
+2
741
$2K ﹤0.01%
34
742
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743
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10
744
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745
$2K ﹤0.01%
20
746
$2K ﹤0.01%
36
747
$2K ﹤0.01%
40
748
$2K ﹤0.01%
138
+1
749
$2K ﹤0.01%
8
750
$2K ﹤0.01%
+100
28 29
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