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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$185K 0.02%
3,060
227
$185K 0.02%
1,495
228
$183K 0.02%
1,392
229
$181K 0.02%
13,768
230
$180K 0.02%
10,566
231
$180K 0.02%
813
232
$179K 0.02%
+9,848
233
$179K 0.02%
600
234
$178K 0.02%
515
235
$176K 0.02%
880
236
$174K 0.02%
916
237
$174K 0.01%
672
238
$173K 0.01%
1,960
-120
239
$171K 0.01%
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240
$170K 0.01%
450
241
$168K 0.01%
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242
$167K 0.01%
5,652
243
$164K 0.01%
2,540
244
$163K 0.01%
2,365
245
$161K 0.01%
14,782
246
$158K 0.01%
3,570
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247
$155K 0.01%
2,950
248
$150K 0.01%
7,393
249
$150K 0.01%
1,703
250
$150K 0.01%
100
8 9
10
11 12