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
$203M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$20.5M
3
+$18.9M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$13M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.67%
2 Financials 1.1%
3 Healthcare 0.76%
4 Energy 0.74%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K 0.01%
+300
152
$21K 0.01%
+750
153
$20K 0.01%
+202
154
$19K 0.01%
+375
155
$19K 0.01%
+650
156
$19K 0.01%
+3,000
157
$18K 0.01%
+320
158
$18K 0.01%
+456
159
$18K 0.01%
+200
160
$18K 0.01%
+864
161
$18K 0.01%
+341
162
$18K 0.01%
+732
163
$17K 0.01%
+468
164
$17K 0.01%
+258
165
$16K 0.01%
+142
166
$15K 0.01%
+142
167
$15K 0.01%
+647
168
$15K 0.01%
+800
169
$14K 0.01%
+1,000
170
$14K 0.01%
+186
171
$14K 0.01%
+166
172
$14K 0.01%
+5,000
173
$14K 0.01%
+475
174
$14K 0.01%
+436
175
$13K 0.01%
+535
5 6
7
8 9