| Baystate Wealth Management LLC |
| CRD # | 151664 |
| SEC # | 801-71691 |
| CIK # | 0001546408 |
| AUM | $1.1 BB |
| Employees | 12 |
| Phone | 617-982-5200 |
| Address | 200 Clarendon Street 25th Floor
Boston, MA 2116 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($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 |
|
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[{"dt": "2014-01-15", "sector": "Basic Industries", "value": 5.1e-05}, {"dt": "2014-01-15", "sector": "Capital Goods", "value": 0.002704}, {"dt": "2014-01-15", "sector": "Consumer Durables", "value": 0}, {"dt": "2014-01-15", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2014-01-15", "sector": "Consumer Services", "value": 0}, {"dt": "2014-01-15", "sector": "Energy", "value": 0.000913}, {"dt": "2014-01-15", "sector": "Exchange-Traded Fund", "value": 0.19515}, {"dt": "2014-01-15", "sector": "Finance", "value": 0.001058}, {"dt": "2014-01-15", "sector": "Health Care", "value": 0}, {"dt": "2014-01-15", "sector": "Miscellaneous", "value": 0}, {"dt": "2014-01-15", "sector": "n/a", "value": 0}, {"dt": "2014-01-15", "sector": "Public Utilities", "value": 0.000578}, {"dt": "2014-01-15", "sector": "Technology", "value": 0.000383}, {"dt": "2014-01-15", "sector": "Transportation", "value": 0}, {"dt": "2015-01-08", "sector": "Basic Industries", "value": 0}, {"dt": "2015-01-08", "sector": "Capital Goods", "value": 0.003316}, {"dt": "2015-01-08", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-01-08", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2015-01-08", "sector": "Consumer Services", "value": 0.000715}, {"dt": "2015-01-08", "sector": "Energy", "value": 0.001346}, {"dt": "2015-01-08", "sector": "Exchange-Traded Fund", "value": 0.255197}, {"dt": "2015-01-08", "sector": "Finance", "value": 0.000796}, {"dt": "2015-01-08", "sector": "Health Care", "value": 0.001631}, {"dt": "2015-01-08", "sector": "Miscellaneous", "value": 0}, {"dt": "2015-01-08", "sector": "n/a", "value": 0}, {"dt": "2015-01-08", "sector": "Public Utilities", "value": 0.000824}, {"dt": "2015-01-08", "sector": "Technology", "value": 0.00207}, {"dt": "2015-01-08", "sector": "Transportation", "value": 0}, {"dt": "2016-01-11", "sector": "Basic Industries", "value": 0}, {"dt": "2016-01-11", "sector": "Capital Goods", "value": 0.002546}, {"dt": "2016-01-11", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-01-11", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2016-01-11", "sector": "Consumer Services", "value": 0.001263}, {"dt": "2016-01-11", "sector": "Energy", "value": 0.001152}, {"dt": "2016-01-11", "sector": "Exchange-Traded Fund", "value": 0.383577}, {"dt": "2016-01-11", "sector": "Finance", "value": 0.000374}, {"dt": "2016-01-11", "sector": "Health Care", "value": 0.003753}, {"dt": "2016-01-11", "sector": "Miscellaneous", "value": 0}, {"dt": "2016-01-11", "sector": "n/a", "value": 0}, {"dt": "2016-01-11", "sector": "Public Utilities", "value": 0.001325}, {"dt": "2016-01-11", "sector": "Technology", "value": 0.002435}, {"dt": "2016-01-11", "sector": "Transportation", "value": 0.000191}, {"dt": "2017-01-05", "sector": "Basic Industries", "value": 0.000718}, {"dt": "2017-01-05", "sector": "Capital Goods", "value": 0.002918}, {"dt": "2017-01-05", "sector": "Consumer Durables", "value": 0.000239}, {"dt": "2017-01-05", "sector": "Consumer Non-Durables", "value": 0.001547}, {"dt": "2017-01-05", "sector": "Consumer Services", "value": 0.003019}, {"dt": "2017-01-05", "sector": "Energy", "value": 0.002407}, {"dt": "2017-01-05", "sector": "Exchange-Traded Fund", "value": 0.380904}, {"dt": "2017-01-05", "sector": "Finance", "value": 0.002025}, {"dt": "2017-01-05", "sector": "Health Care", "value": 0.007244}, {"dt": "2017-01-05", "sector": "Miscellaneous", "value": 0.00034}, {"dt": "2017-01-05", "sector": "n/a", "value": 0.000241}, {"dt": "2017-01-05", "sector": "Public Utilities", "value": 0.002079}, {"dt": "2017-01-05", "sector": "Technology", "value": 0.004135}, {"dt": "2017-01-05", "sector": "Transportation", "value": 0.001326}, {"dt": "2018-01-23", "sector": "Basic Industries", "value": 0.001738}, {"dt": "2018-01-23", "sector": "Capital Goods", "value": 0.003875}, {"dt": "2018-01-23", "sector": "Consumer Durables", "value": 0.000368}, {"dt": "2018-01-23", "sector": "Consumer Non-Durables", "value": 0.002507}, {"dt": "2018-01-23", "sector": "Consumer Services", "value": 0.006088}, {"dt": "2018-01-23", "sector": "Energy", "value": 0.003963}, {"dt": "2018-01-23", "sector": "Exchange-Traded Fund", "value": 0.560741}, {"dt": "2018-01-23", "sector": "Finance", "value": 0.003617}, {"dt": "2018-01-23", "sector": "Health Care", "value": 0.009671}, {"dt": "2018-01-23", "sector": "Miscellaneous", "value": 0.000755}, {"dt": "2018-01-23", "sector": "n/a", "value": 0.000358}, {"dt": "2018-01-23", "sector": "Public Utilities", "value": 0.002273}, {"dt": "2018-01-23", "sector": "Technology", "value": 0.00815}, {"dt": "2018-01-23", "sector": "Transportation", "value": 0.002024}]
[{"x": "2012", "y": 0.1025}, {"x": "2013", "y": 0.211826}, {"x": "2014", "y": 0.393414}, {"x": "2015", "y": 0.5297}, {"x": "2016", "y": 0.715766}, {"x": "2017", "y": 0.859}, {"x": "2018", "y": 1.023811539}, {"x": "2019", "y": 1.110192459}]