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
$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
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
726
$3K ﹤0.01%
249
727
$3K ﹤0.01%
5
728
$3K ﹤0.01%
169
+1
729
$3K ﹤0.01%
+228
730
$3K ﹤0.01%
246
+5
731
$3K ﹤0.01%
44
732
$3K ﹤0.01%
90
-350
733
$3K ﹤0.01%
87
734
$3K ﹤0.01%
31
735
$3K ﹤0.01%
28
-40
736
$3K ﹤0.01%
151
+1
737
$3K ﹤0.01%
28
738
$3K ﹤0.01%
75
+1
739
$3K ﹤0.01%
52
740
$3K ﹤0.01%
76
+1
741
$3K ﹤0.01%
204
+1
742
$3K ﹤0.01%
651
743
$2K ﹤0.01%
125
-114
744
$2K ﹤0.01%
50
745
$2K ﹤0.01%
21
-65
746
$2K ﹤0.01%
24
747
$2K ﹤0.01%
10
748
$2K ﹤0.01%
35
749
$2K ﹤0.01%
25
750
$2K ﹤0.01%
70
-172
28 29
30
31 32