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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$289K 0.02%
+8,827
277
$284K 0.02%
8,250
278
$283K 0.02%
+4,524
279
$281K 0.02%
1,930
-105
280
$280K 0.02%
+2,640
281
$279K 0.02%
+5,465
282
$276K 0.02%
+2,927
283
$275K 0.02%
2,736
+51
284
$273K 0.02%
+3,200
285
$272K 0.02%
+11,172
286
$272K 0.02%
5,388
287
$271K 0.02%
1,586
+464
288
$270K 0.02%
+6,573
289
$269K 0.02%
+6,359
290
$267K 0.02%
3,326
+3,313
291
$266K 0.02%
+10,689
292
$265K 0.02%
2,557
293
$263K 0.02%
+6,290
294
$256K 0.02%
4,692
-26
295
$252K 0.02%
5,015
296
$250K 0.02%
+924
297
$249K 0.02%
+2,987
298
$247K 0.02%
913
-1,032
299
$247K 0.02%
818
+55
300
$246K 0.02%
8,650
10 11
12
13 14