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
+$23.2M
2
+$18.8M
3
+$5.51M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.83M
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$4.05M

Top Sells

1
+$41.1M
2
+$5.72M
3
+$5.54M
4
SYK icon
Stryker
SYK
+$3.48M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$723K

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%
5
727
$3K ﹤0.01%
246
+5
728
$3K ﹤0.01%
44
729
$3K ﹤0.01%
90
-350
730
$3K ﹤0.01%
87
731
$3K ﹤0.01%
28
732
$3K ﹤0.01%
78
+1
733
$3K ﹤0.01%
52
734
$3K ﹤0.01%
35
735
$3K ﹤0.01%
+68
736
$3K ﹤0.01%
651
737
$3K ﹤0.01%
105
738
$3K ﹤0.01%
72
739
$3K ﹤0.01%
60
740
$3K ﹤0.01%
179
+27
741
$3K ﹤0.01%
50
742
$3K ﹤0.01%
25
743
$2K ﹤0.01%
114
+1
744
$2K ﹤0.01%
20
745
$2K ﹤0.01%
241
746
$2K ﹤0.01%
223
747
$2K ﹤0.01%
122
748
$2K ﹤0.01%
19
749
$2K ﹤0.01%
52
750
$2K ﹤0.01%
11
28 29
30
31 32