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%
76
+1
727
$3K ﹤0.01%
204
+1
728
$3K ﹤0.01%
35
729
$3K ﹤0.01%
15
-5
730
$3K ﹤0.01%
651
731
$3K ﹤0.01%
179
+27
732
$3K ﹤0.01%
50
733
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25
734
$3K ﹤0.01%
100
735
$3K ﹤0.01%
82
736
$3K ﹤0.01%
50
737
$3K ﹤0.01%
55
738
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52
739
$3K ﹤0.01%
24
740
$3K ﹤0.01%
249
741
$3K ﹤0.01%
5
742
$3K ﹤0.01%
169
+1
743
$2K ﹤0.01%
10
744
$2K ﹤0.01%
14
745
$2K ﹤0.01%
20
746
$2K ﹤0.01%
36
747
$2K ﹤0.01%
114
+1
748
$2K ﹤0.01%
20
749
$2K ﹤0.01%
22
-210
750
$2K ﹤0.01%
10
28 29
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31 32