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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$124K 0.01%
956
252
$120K 0.01%
485
-45
253
$119K 0.01%
2,800
254
$118K 0.01%
1,659
255
$118K 0.01%
246
256
$118K 0.01%
4,950
-1,200
257
$117K 0.01%
6,653
+21
258
$114K 0.01%
6,000
+2,000
259
$114K 0.01%
495
-50
260
$113K 0.01%
1,047
-31
261
$112K 0.01%
580
262
$110K 0.01%
1,895
-114
263
$110K 0.01%
2,168
264
$110K 0.01%
1,272
265
$109K 0.01%
2,805
266
$109K 0.01%
+25,357
267
$108K 0.01%
670
-2,400
268
$108K 0.01%
10,610
269
$108K 0.01%
846
270
$105K 0.01%
434
271
$104K 0.01%
2,425
272
$102K 0.01%
4,055
273
$102K 0.01%
2,541
274
$100K 0.01%
765
275
$100K 0.01%
1,350
9 10
11
12 13