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%
103
+2
752
$2K ﹤0.01%
68
+1
753
$2K ﹤0.01%
40
754
$2K ﹤0.01%
14
755
$2K ﹤0.01%
20
756
$2K ﹤0.01%
36
757
$2K ﹤0.01%
40
758
$2K ﹤0.01%
140
+2
759
$2K ﹤0.01%
+40
760
$2K ﹤0.01%
114
+1
761
$2K ﹤0.01%
20
762
$2K ﹤0.01%
102
763
$2K ﹤0.01%
84
+1
764
$2K ﹤0.01%
115
765
$2K ﹤0.01%
20
766
$2K ﹤0.01%
71
+1
767
$2K ﹤0.01%
35
+1
768
$2K ﹤0.01%
43
769
$2K ﹤0.01%
47
770
$2K ﹤0.01%
20
771
$2K ﹤0.01%
21
772
$2K ﹤0.01%
300
773
$2K ﹤0.01%
22
-210
774
$2K ﹤0.01%
10
775
$2K ﹤0.01%
500
29 30
31
32 33