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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$409K 0.03%
829
+233
227
$407K 0.03%
+41,679
228
$406K 0.03%
1,353
+1,346
229
$405K 0.03%
+2,633
230
$404K 0.03%
+924
231
$402K 0.03%
+26,126
232
$399K 0.03%
4,480
-28
233
$394K 0.03%
+12,467
234
$391K 0.03%
+1,637
235
$387K 0.03%
815
236
$385K 0.03%
+2,011
237
$381K 0.03%
+8,653
238
$380K 0.03%
779
-210
239
$378K 0.03%
7,926
240
$371K 0.03%
1,217
+653
241
$362K 0.02%
1,458
+223
242
$362K 0.02%
+2,168
243
$361K 0.02%
+3,343
244
$360K 0.02%
+1,138
245
$360K 0.02%
+6,711
246
$360K 0.02%
+3,595
247
$360K 0.02%
782
+726
248
$359K 0.02%
+1,793
249
$359K 0.02%
+3,789
250
$359K 0.02%
16,206
-939
8 9
10
11 12