BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.56B
1-Year Est. Return
19.61%
This Fund
S&P 500
1 Year Est. Return
+19.61%
AUM
$1.56B
AUM Growth
+$28.6M
(+1.9%)
Holding
252
Top Buys
| 1 | +$12.3M | |
| 2 | +$7.29M | |
| 3 | +$4.08M | |
| 4 |
SPDR Gold Trust
GLD
|
+$3.29M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$2.91M |
Top Sells
| 1 | +$12.6M | |
| 2 | +$11M | |
| 3 | +$7.97M | |
| 4 |
PTC
PTC
|
+$2.95M |
| 5 |
Apple
AAPL
|
+$2.95M |
Sector Composition
| 1 | Technology | 28.86% |
| 2 | Financials | 12.07% |
| 3 | Communication Services | 8.58% |
| 4 | Consumer Discretionary | 7.67% |
| 5 | Industrials | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Zoetis
ZTS
$53.6B
| – | – |
-75,022
|
|
||
|
BCPC
252
Balchem Corp
BCPC
$5.53B
| – | – |
-1,770
|
|