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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.02%
1,525
227
$112K 0.02%
1,066
228
$111K 0.02%
1,447
+3
229
$111K 0.02%
3,800
230
$111K 0.02%
3,030
+1,000
231
$110K 0.02%
588
-1,375
232
$110K 0.02%
1,955
-696
233
$109K 0.02%
8,480
234
$108K 0.01%
1,500
235
$107K 0.01%
400
236
$106K 0.01%
1,605
237
$105K 0.01%
1,703
-35
238
$102K 0.01%
1,372
239
$102K 0.01%
1,218
240
$102K 0.01%
4,000
241
$101K 0.01%
6,000
242
$100K 0.01%
3,500
243
$99K 0.01%
441
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244
$98K 0.01%
+1,135
245
$98K 0.01%
2,400
246
$97K 0.01%
10,820
247
$97K 0.01%
3,250
248
$97K 0.01%
534
249
$94K 0.01%
1,174
-712
250
$94K 0.01%
2,338
8 9
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