BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$126K 0.02%
4,000
227
$125K 0.02%
1,645
228
$123K 0.02%
1,800
-402
229
$123K 0.02%
2,357
230
$121K 0.02%
1,321
231
$119K 0.02%
+1,380
232
$117K 0.02%
761
233
$117K 0.02%
7,580
234
$117K 0.02%
4,300
235
$114K 0.02%
620
-5
236
$113K 0.02%
3,320
-510
237
$108K 0.02%
6,000
238
$108K 0.02%
1,295
+43
239
$107K 0.02%
2,223
240
$107K 0.02%
2,500
241
$102K 0.02%
100
242
$102K 0.02%
3,900
243
$101K 0.01%
1,451
-60
244
$101K 0.01%
700
245
$98K 0.01%
3,098
246
$97K 0.01%
1,111
-243
247
$97K 0.01%
2,245
248
$97K 0.01%
1,445
249
$94K 0.01%
400
250
$91K 0.01%
+4,000
8 9
10
11 12