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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$107K 0.01%
100
252
$107K 0.01%
3,476
+379
253
$107K 0.01%
2,106
254
$107K 0.01%
823
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255
$105K 0.01%
5,000
256
$103K 0.01%
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257
$101K 0.01%
300
258
$100K 0.01%
10,000
259
$99K 0.01%
2,139
260
$98K 0.01%
8,750
-3,000
261
$97K 0.01%
800
262
$97K 0.01%
2,500
263
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264
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500
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265
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1,000
266
$96K 0.01%
765
267
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1,000
268
$95K 0.01%
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269
$94K 0.01%
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271
$92K 0.01%
228
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272
$92K 0.01%
2,678
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273
$91K 0.01%
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274
$91K 0.01%
430
275
$90K 0.01%
1,000
9 10
11
12 13