BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.54B
1-Year Est. Return
17.21%
1 Year Est. Return
+17.21%
AUM
$1.54B
AUM Growth
+$62.7M
(+4.3%)
Holding
234
Top Buys
| 1 | +$13.7M | |
| 2 | +$9.67M | |
| 3 | +$9.22M | |
| 4 |
Veeva Systems
VEEV
|
+$8.61M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$3.2M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$12.6M | |
| 3 | +$9.72M | |
| 4 |
Prologis
PLD
|
+$8.32M |
| 5 |
Novo Nordisk
NVO
|
+$8.24M |
Sector Composition
| 1 | Technology | 29.97% |
| 2 | Financials | 12.45% |
| 3 | Industrials | 8.12% |
| 4 | Consumer Discretionary | 7.55% |
| 5 | Communication Services | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
T-Mobile US
TMUS
$234B
| $210K | 0.01% |
876
|
|
||
227
SPDR S&P Biotech ETF
XBI
$6.51B
| $205K | 0.01% |
+2,050
|
|
||
228
NetEase
NTES
$88.6B
| $204K | 0.01% |
+1,345
|
|
||
229
iShares MSCI USA Quality Factor ETF
QUAL
$53.9B
| $203K | 0.01% |
+1,045
|
|
||
|
ORLA
230
Orla Mining
ORLA
$3.33B
| $168K | 0.01% |
15,600
|
|
||
231
Lloyds Banking Group
LYG
$69.5B
| $101K | 0.01% |
22,191
|
|
||
232
Grab
GRAB
$24.5B
| $79.2K | 0.01% |
13,159
|
|
||
233
Beyond Air
XAIR
$16.3M
| $71.1K | ﹤0.01% |
30,800
+15,400
|
|
||
234
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
| – | – |
-2,977
|
|