BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.75M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
IAU icon
iShares Gold Trust
IAU
+$1.23M

Top Sells

1
+$700K
2
+$421K
3
+$382K
4
GRMN icon
Garmin
GRMN
+$325K
5
GLD icon
SPDR Gold Trust
GLD
+$289K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$108K 0.01%
1,034
252
$107K 0.01%
1,703
253
$107K 0.01%
10,000
254
$107K 0.01%
1,588
255
$107K 0.01%
8,333
256
$106K 0.01%
5,000
257
$105K 0.01%
800
+350
258
$104K 0.01%
300
259
$104K 0.01%
2,171
-1,571
260
$103K 0.01%
500
261
$103K 0.01%
300
262
$103K 0.01%
2,139
263
$102K 0.01%
300
264
$101K 0.01%
1,000
265
$101K 0.01%
100
266
$96K 0.01%
400
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267
$96K 0.01%
1,200
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268
$96K 0.01%
+1,905
269
$96K 0.01%
2,000
270
$95K 0.01%
5,896
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271
$94K 0.01%
2,011
272
$93K 0.01%
1,272
273
$93K 0.01%
2,678
274
$92K 0.01%
2,500
275
$92K 0.01%
234
+6
9 10
11
12 13