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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$124K 0.01%
1,034
252
$124K 0.01%
3,000
+1,000
253
$124K 0.01%
+940
254
$121K 0.01%
+1,570
255
$120K 0.01%
+4,000
256
$114K 0.01%
100
257
$114K 0.01%
2,011
258
$114K 0.01%
+96
259
$113K 0.01%
903
+80
260
$112K 0.01%
525
+25
261
$112K 0.01%
534
262
$111K 0.01%
1,738
+35
263
$111K 0.01%
500
264
$110K 0.01%
8,333
265
$108K 0.01%
1,588
266
$106K 0.01%
333
+33
267
$105K 0.01%
2,338
-200
268
$105K 0.01%
2,900
269
$104K 0.01%
5,000
270
$102K 0.01%
820
271
$102K 0.01%
1,659
272
$102K 0.01%
3,500
273
$100K 0.01%
+1,500
274
$97K 0.01%
3,710
-242
275
$97K 0.01%
10,000
9 10
11
12 13