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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$175K 0.01%
1,107
252
$173K 0.01%
1,933
+70
253
$172K 0.01%
916
254
$172K 0.01%
450
255
$171K 0.01%
2,365
256
$169K 0.01%
2,741
257
$168K 0.01%
14,782
258
$165K 0.01%
3,970
+400
259
$163K 0.01%
880
260
$162K 0.01%
1,900
261
$160K 0.01%
654
262
$158K 0.01%
5,240
263
$157K 0.01%
2,800
264
$156K 0.01%
5,171
-1,000
265
$154K 0.01%
7,393
266
$153K 0.01%
2,540
-86
267
$152K 0.01%
8,445
-55
268
$152K 0.01%
2,350
269
$150K 0.01%
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270
$147K 0.01%
1,297
-320
271
$147K 0.01%
360
-20
272
$147K 0.01%
2,018
273
$146K 0.01%
595
274
$144K 0.01%
8,379
-295
275
$143K 0.01%
3,800
9 10
11
12 13