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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$148K 0.01%
1,689
-496
227
$146K 0.01%
3,250
228
$146K 0.01%
5,592
229
$145K 0.01%
1,410
+1,260
230
$143K 0.01%
3,738
+1,513
231
$141K 0.01%
1,124
232
$137K 0.01%
2,320
233
$132K 0.01%
534
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234
$131K 0.01%
761
235
$131K 0.01%
2,900
236
$130K 0.01%
38,003
-4,619
237
$129K 0.01%
2,132
-507
238
$128K 0.01%
500
239
$128K 0.01%
+496
240
$127K 0.01%
5,000
241
$127K 0.01%
6,000
242
$125K 0.01%
3,952
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243
$124K 0.01%
956
244
$120K 0.01%
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245
$116K 0.01%
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246
$114K 0.01%
823
247
$111K 0.01%
1,659
248
$110K 0.01%
820
249
$109K 0.01%
4,098
-5
250
$108K 0.01%
1,034
8 9
10
11 12