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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$160K 0.02%
4,938
+1,200
227
$159K 0.02%
6,930
+4,980
228
$159K 0.02%
1,855
-50
229
$158K 0.02%
2,022
-1,280
230
$157K 0.02%
+800
231
$157K 0.02%
954
232
$151K 0.02%
1,103
-310
233
$151K 0.02%
+10,610
234
$149K 0.02%
1,124
235
$149K 0.02%
5,350
236
$147K 0.02%
27,605
+4,889
237
$146K 0.02%
3,800
238
$146K 0.02%
1,659
-30
239
$145K 0.02%
2,636
240
$144K 0.02%
2,320
241
$143K 0.02%
5,592
242
$141K 0.01%
+1,190
243
$138K 0.01%
1,100
244
$136K 0.01%
14,500
245
$136K 0.01%
3,250
246
$134K 0.01%
4,520
247
$133K 0.01%
1,500
248
$131K 0.01%
1,200
249
$126K 0.01%
379
+350
250
$126K 0.01%
6,000
8 9
10
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