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
801
$2K ﹤0.01%
180
802
$2K ﹤0.01%
30
803
$2K ﹤0.01%
103
804
$1K ﹤0.01%
8
805
$1K ﹤0.01%
38
806
$1K ﹤0.01%
11
+1
807
$1K ﹤0.01%
9
808
$1K ﹤0.01%
4
809
$1K ﹤0.01%
10
810
$1K ﹤0.01%
47
811
$1K ﹤0.01%
102
812
$1K ﹤0.01%
34
813
$1K ﹤0.01%
100
814
$1K ﹤0.01%
11
815
$1K ﹤0.01%
9
816
$1K ﹤0.01%
11
817
$1K ﹤0.01%
11
818
$1K ﹤0.01%
10
819
$1K ﹤0.01%
49
+1
820
$1K ﹤0.01%
10
821
$1K ﹤0.01%
106
822
$1K ﹤0.01%
44
823
$1K ﹤0.01%
2
824
$1K ﹤0.01%
100
825
$1K ﹤0.01%
17
31 32
33
34 35