BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
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
+$7.62M
2
+$2.75M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
IAU icon
iShares Gold Trust
IAU
+$1.23M

Top Sells

1
+$700K
2
+$421K
3
+$382K
4
GRMN icon
Garmin
GRMN
+$325K
5
GLD icon
SPDR Gold Trust
GLD
+$289K

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%
5,870
+5,370
227
$146K 0.01%
5,592
228
$146K 0.01%
3,250
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
+127
234
$131K 0.01%
2,900
235
$131K 0.01%
761
236
$130K 0.01%
39,143
-4,757
237
$129K 0.01%
2,132
-507
238
$128K 0.01%
+496
239
$128K 0.01%
500
240
$127K 0.01%
6,000
241
$127K 0.01%
5,000
242
$125K 0.01%
3,952
-79
243
$124K 0.01%
956
244
$120K 0.01%
2,538
245
$116K 0.01%
14,500
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%
430
8 9
10
11 12