Baystate Wealth Management LLC

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Assets, Funds, Holdings

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Baystate Wealth Management LLC
CRD #151664
SEC #801-71691
CIK #1546408
AUM $1.1 BB (95% Disc, 100% US)
Employees12 (58% Investors, 67% Brokers)
Phone617-982-5200
Address200 Clarendon Street
Boston, MA 02116
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPDW 140.8
IWR 84.4
IWY 77.5
AMLP 41.8
GWX 40.6
VWO 37.9
QAI 36.5
SPSB 33.9
IWN 28.4
DOL 6.4
View All
Holdings by Sector ($BB)
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