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
826
$1K ﹤0.01%
32
827
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828
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829
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26
830
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22
831
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832
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833
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834
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835
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1,000
836
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838
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83
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839
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6
840
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4
841
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842
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61
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58
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844
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845
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17
846
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8
847
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13
848
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111
-39
849
$1K ﹤0.01%
23
850
$1K ﹤0.01%
17
32 33
34
35 36