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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$72K 0.01%
4,283
-44
277
$71K 0.01%
1,600
278
$71K 0.01%
2,430
279
$71K 0.01%
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$69K 0.01%
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281
$69K 0.01%
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282
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283
$69K 0.01%
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284
$68K 0.01%
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285
$68K 0.01%
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286
$68K 0.01%
400
287
$67K 0.01%
956
288
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289
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400
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291
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292
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293
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294
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295
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296
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299
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300
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349
10 11
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