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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$357K 0.02%
5,210
+5,156
252
$357K 0.02%
4,416
+2,342
253
$354K 0.02%
+3,582
254
$353K 0.02%
395
+43
255
$353K 0.02%
+1,747
256
$345K 0.02%
+3,597
257
$343K 0.02%
2,834
+585
258
$342K 0.02%
643
+33
259
$341K 0.02%
+13,507
260
$337K 0.02%
866
+136
261
$335K 0.02%
+1,606
262
$331K 0.02%
627
+381
263
$324K 0.02%
+8,363
264
$322K 0.02%
675
+625
265
$316K 0.02%
+15,189
266
$311K 0.02%
2,335
+2,333
267
$305K 0.02%
+2,910
268
$303K 0.02%
1,537
-140
269
$299K 0.02%
2,590
+2,497
270
$297K 0.02%
+3,321
271
$297K 0.02%
+4,113
272
$296K 0.02%
2,000
273
$295K 0.02%
+1,822
274
$295K 0.02%
1,690
-57
275
$292K 0.02%
1,548
+302
9 10
11
12 13