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
201
$148K 0.01%
1,301
+1
202
$142K 0.01%
1,872
+17
203
$139K 0.01%
+6,347
204
$137K 0.01%
608
-37
205
$136K 0.01%
779
+1
206
$135K 0.01%
1,685
+7
207
$133K 0.01%
840
-41
208
$133K 0.01%
1,808
+13
209
$132K 0.01%
5,363
-537
210
$128K 0.01%
5,081
+2,822
211
$128K 0.01%
1,871
+1,692
212
$127K 0.01%
529
-38
213
$127K 0.01%
936
-50
214
$127K 0.01%
+795
215
$126K 0.01%
11,319
216
$124K 0.01%
2,599
+26
217
$123K 0.01%
1,143
+1
218
$122K 0.01%
1,106
+2
219
$118K 0.01%
4,016
+960
220
$117K 0.01%
+11,369
221
$115K 0.01%
4,658
+29
222
$113K 0.01%
377
+1
223
$113K 0.01%
11,403
+12
224
$112K 0.01%
1,404
+1
225
$111K 0.01%
1,534
+7
7 8
9
10 11