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
$763M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.72M
3
+$2.07M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$800K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$780K

Top Sells

1
+$1.71M
2
+$863K
3
+$832K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$726K
5
ACN icon
Accenture
ACN
+$610K

Sector Composition

1 Technology 1.54%
2 Healthcare 1.28%
3 Financials 0.75%
4 Consumer Discretionary 0.73%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$75K 0.01%
1,409
+5
177
$73K 0.01%
1,133
+95
178
$72K 0.01%
240
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179
$69K 0.01%
1,516
+8
180
$69K 0.01%
705
181
$69K 0.01%
282
182
$67K 0.01%
1,086
+14
183
$67K 0.01%
522
-20
184
$66K 0.01%
1,208
+1
185
$66K 0.01%
762
+1
186
$66K 0.01%
1,395
-9
187
$65K 0.01%
929
+78
188
$64K 0.01%
1,220
-609
189
$64K 0.01%
324
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190
$64K 0.01%
653
191
$63K 0.01%
237
-80
192
$63K 0.01%
801
193
$62K 0.01%
1,167
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194
$62K 0.01%
2,223
+1
195
$60K 0.01%
1,206
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196
$59K 0.01%
1,443
-250
197
$58K 0.01%
526
198
$58K 0.01%
1,394
+15
199
$58K 0.01%
778
200
$57K 0.01%
2,117
+16
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8
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