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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$109K 0.01%
460
-35
252
$109K 0.01%
600
+20
253
$108K 0.01%
4,055
254
$107K 0.01%
8,191
+2,254
255
$106K 0.01%
284
-5,294
256
$105K 0.01%
1,260
257
$105K 0.01%
640
+55
258
$105K 0.01%
1,391
+41
259
$104K 0.01%
1,000
260
$104K 0.01%
670
261
$103K 0.01%
2,168
262
$102K 0.01%
500
263
$101K 0.01%
1,339
-1,007
264
$98.3K 0.01%
2,132
265
$98.1K 0.01%
987
+31
266
$97.8K 0.01%
846
267
$97.8K 0.01%
434
268
$96.9K 0.01%
910
269
$96.3K 0.01%
820
270
$96K 0.01%
362
271
$92.4K 0.01%
3,648
272
$91.8K 0.01%
3,450
273
$91.4K 0.01%
1,089
274
$91.4K 0.01%
1,047
275
$90.2K 0.01%
2,500
9 10
11
12 13