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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$100K 0.01%
673
+25
277
$99.1K 0.01%
585
278
$98.6K 0.01%
1,638
-600
279
$96.1K 0.01%
2,500
280
$95.8K 0.01%
820
281
$93.4K 0.01%
1,000
282
$92.5K 0.01%
2,132
283
$92K 0.01%
2,148
284
$91K 0.01%
1,089
285
$89.6K 0.01%
500
-607
286
$89.2K 0.01%
1,275
-235
287
$88.4K 0.01%
910
288
$86.6K 0.01%
2,740
289
$86.2K 0.01%
3,450
290
$84.9K 0.01%
362
291
$83.9K 0.01%
+3,648
292
$83.7K 0.01%
7,500
-1,000
293
$83.2K 0.01%
2,700
294
$82.5K 0.01%
850
-600
295
$82.1K 0.01%
894
296
$81.9K 0.01%
825
-175
297
$81.3K 0.01%
5,831
298
$81.2K 0.01%
1,260
299
$80.8K 0.01%
+1,140
300
$79.1K 0.01%
725
10 11
12
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