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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$142K 0.01%
1,703
277
$139K 0.01%
100
278
$138K 0.01%
1,450
279
$137K 0.01%
4,000
280
$136K 0.01%
1,350
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281
$135K 0.01%
7,400
-6,326
282
$134K 0.01%
25,020
-3,557
283
$133K 0.01%
630
284
$133K 0.01%
1,175
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285
$132K 0.01%
1,078
286
$130K 0.01%
1,300
287
$127K 0.01%
1,655
288
$126K 0.01%
798
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289
$125K 0.01%
2,150
290
$125K 0.01%
4,691
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291
$124K 0.01%
423
292
$124K 0.01%
2,489
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293
$124K 0.01%
662
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294
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295
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296
$118K 0.01%
1,330
297
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3,305
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298
$117K 0.01%
2,238
299
$117K 0.01%
6,006
+192
300
$116K 0.01%
5,937
10 11
12
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