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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$93K 0.01%
2,139
-2,550
252
$93K 0.01%
650
+150
253
$93K 0.01%
3,500
254
$92K 0.01%
903
-96
255
$91K 0.01%
3,328
256
$91K 0.01%
1,025
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257
$89K 0.01%
900
258
$86K 0.01%
5,000
259
$85K 0.01%
8,333
260
$82K 0.01%
500
261
$82K 0.01%
+1,500
262
$82K 0.01%
500
263
$81K 0.01%
2,011
264
$81K 0.01%
1,659
-56
265
$79K 0.01%
4,000
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266
$79K 0.01%
2,500
267
$79K 0.01%
96
268
$77K 0.01%
347
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269
$77K 0.01%
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270
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675
271
$76K 0.01%
820
272
$76K 0.01%
1,000
273
$75K 0.01%
3,867
274
$73K 0.01%
10,000
275
$73K 0.01%
2,880
9 10
11
12 13