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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$89K 0.01%
783
277
$89K 0.01%
1,393
-1
278
$88K 0.01%
366
279
$88K 0.01%
300
280
$86K 0.01%
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281
$84K 0.01%
940
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282
$84K 0.01%
115
283
$84K 0.01%
407
284
$84K 0.01%
2,148
285
$83K 0.01%
350
-50
286
$83K 0.01%
2,340
287
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525
288
$79K 0.01%
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289
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500
290
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291
$77K 0.01%
2,299
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292
$77K 0.01%
349
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293
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400
294
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295
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296
$76K 0.01%
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297
$76K 0.01%
675
298
$75K 0.01%
1,035
299
$75K 0.01%
12,500
300
$74K 0.01%
1,000
10 11
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