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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$91K 0.01%
224
252
$89K 0.01%
12,500
253
$89K 0.01%
800
254
$89K 0.01%
2,472
255
$85K 0.01%
430
256
$85K 0.01%
498
257
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345
-26
258
$84K 0.01%
1,000
259
$84K 0.01%
5,333
260
$83K 0.01%
10,000
261
$83K 0.01%
530
262
$82K 0.01%
950
263
$81K 0.01%
2,038
264
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265
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266
$78K 0.01%
+4,800
267
$78K 0.01%
6,200
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268
$77K 0.01%
+1,000
269
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270
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18,000
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272
$73K 0.01%
7,755
273
$73K 0.01%
1,989
274
$72K 0.01%
+2,000
275
$71K 0.01%
625
-50
9 10
11
12 13