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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$96K 0.01%
520
+300
277
$96K 0.01%
15,552
-375
278
$96K 0.01%
800
279
$93K 0.01%
5,896
280
$93K 0.01%
8,500
281
$92K 0.01%
675
282
$92K 0.01%
400
+100
283
$90K 0.01%
+1,000
284
$90K 0.01%
345
-21
285
$90K 0.01%
1,000
286
$89K 0.01%
+3,000
287
$87K 0.01%
512
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288
$87K 0.01%
1,500
+300
289
$87K 0.01%
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290
$87K 0.01%
2,340
291
$86K 0.01%
500
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292
$86K 0.01%
2,148
293
$85K 0.01%
234
294
$84K 0.01%
400
295
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761
296
$84K 0.01%
2,628
-50
297
$84K 0.01%
1,089
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298
$83K 0.01%
1,200
299
$83K 0.01%
525
300
$82K 0.01%
1,272
10 11
12
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