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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

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
$66K 0.01%
300
316
$66K 0.01%
1,600
317
$66K 0.01%
1,300
318
$65K 0.01%
2,000
319
$65K 0.01%
1,740
+585
320
$65K 0.01%
750
321
$63K 0.01%
3,409
-5,451
322
$61K 0.01%
2,000
323
$61K 0.01%
5,750
324
$61K 0.01%
870
-149
325
$60K 0.01%
4,000
11 12
13
14 15