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
751
$2K ﹤0.01%
35
752
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25
753
$2K ﹤0.01%
70
-172
754
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103
+2
755
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68
+1
756
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40
757
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14
758
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20
759
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36
760
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30
761
$2K ﹤0.01%
140
+2
762
$2K ﹤0.01%
+40
763
$2K ﹤0.01%
114
+1
764
$2K ﹤0.01%
20
765
$2K ﹤0.01%
102
766
$2K ﹤0.01%
84
+1
767
$2K ﹤0.01%
115
768
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20
769
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71
+1
770
$2K ﹤0.01%
35
+1
771
$2K ﹤0.01%
43
772
$2K ﹤0.01%
47
773
$2K ﹤0.01%
20
774
$2K ﹤0.01%
21
775
$2K ﹤0.01%
300
29 30
31
32 33