BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.75M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
IAU icon
iShares Gold Trust
IAU
+$1.23M

Top Sells

1
+$700K
2
+$421K
3
+$382K
4
GRMN icon
Garmin
GRMN
+$325K
5
GLD icon
SPDR Gold Trust
GLD
+$289K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$78K 0.01%
357
302
$77K 0.01%
884
-56
303
$77K 0.01%
725
-15
304
$77K 0.01%
2,704
305
$76K 0.01%
3,500
306
$75K 0.01%
115
307
$72K 0.01%
960
308
$71K 0.01%
300
309
$71K 0.01%
2,299
310
$69K 0.01%
400
311
$69K 0.01%
2,423
312
$69K 0.01%
3,711
313
$68K 0.01%
931
314
$67K 0.01%
1,000
315
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300
316
$66K 0.01%
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317
$66K 0.01%
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318
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2,000
319
$65K 0.01%
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320
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750
321
$63K 0.01%
3,409
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322
$61K 0.01%
2,000
323
$61K 0.01%
5,750
324
$61K 0.01%
870
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325
$60K 0.01%
4,000
11 12
13
14 15