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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$152K 0.02%
2,333
+257
227
$152K 0.02%
788
228
$149K 0.02%
4,520
229
$144K 0.02%
500
-300
230
$141K 0.02%
14,500
231
$140K 0.02%
3,250
232
$138K 0.02%
5,000
233
$136K 0.02%
480
+80
234
$134K 0.01%
2,807
+119
235
$129K 0.01%
334
-176
236
$129K 0.01%
2,900
237
$128K 0.01%
5,592
238
$125K 0.01%
523
239
$123K 0.01%
2,538
-15
240
$122K 0.01%
2,320
241
$122K 0.01%
6,000
242
$121K 0.01%
761
243
$120K 0.01%
1,034
+200
244
$120K 0.01%
5,000
245
$117K 0.01%
1,659
246
$115K 0.01%
956
247
$115K 0.01%
5,000
248
$110K 0.01%
820
249
$108K 0.01%
8,333
250
$108K 0.01%
1,703
8 9
10
11 12