BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.75M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
IAU icon
iShares Gold Trust
IAU
+$1.23M

Top Sells

1
+$700K
2
+$421K
3
+$382K
4
GRMN icon
Garmin
GRMN
+$325K
5
GLD icon
SPDR Gold Trust
GLD
+$289K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$92K 0.01%
675
277
$92K 0.01%
2,340
278
$91K 0.01%
5,000
279
$91K 0.01%
8,500
280
$90K 0.01%
366
281
$89K 0.01%
1,000
282
$89K 0.01%
400
283
$88K 0.01%
500
284
$88K 0.01%
2,148
285
$88K 0.01%
1,035
286
$88K 0.01%
2,600
287
$87K 0.01%
800
288
$87K 0.01%
15,927
289
$86K 0.01%
1,200
-38
290
$86K 0.01%
3,513
+37
291
$86K 0.01%
765
292
$85K 0.01%
334
293
$85K 0.01%
525
294
$84K 0.01%
1,170
295
$84K 0.01%
349
296
$82K 0.01%
1,393
297
$82K 0.01%
1,021
298
$80K 0.01%
12,500
299
$79K 0.01%
350
300
$79K 0.01%
225
10 11
12
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