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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.02%
4,580
227
$226K 0.02%
10,566
228
$222K 0.02%
1,600
229
$220K 0.02%
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230
$215K 0.02%
3,754
231
$214K 0.02%
2,874
-1,780
232
$212K 0.02%
515
233
$210K 0.02%
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234
$207K 0.02%
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235
$204K 0.02%
2,143
236
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6,556
237
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600
238
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5,652
-1,078
239
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240
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350
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241
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3,060
242
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245
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246
$180K 0.01%
9,875
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247
$178K 0.01%
18,913
-8,692
248
$177K 0.01%
672
249
$176K 0.01%
1,200
250
$175K 0.01%
813
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10
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