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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$99.3K 0.01%
5,592
302
$98.2K 0.01%
2,541
303
$96.6K 0.01%
1,510
-145
304
$95.5K 0.01%
846
305
$92.4K 0.01%
842
-20
306
$91.2K 0.01%
2,000
307
$90.9K 0.01%
10,610
308
$88.7K 0.01%
1,173
309
$87.8K 0.01%
1,900
310
$87.1K 0.01%
820
311
$86.5K 0.01%
956
312
$86.3K 0.01%
2,500
313
$86.2K 0.01%
68
+8
314
$85.4K 0.01%
502
+137
315
$84.2K 0.01%
2,425
316
$83.9K 0.01%
5,937
317
$83.7K 0.01%
2,168
318
$83.7K 0.01%
500
319
$82.9K 0.01%
2,700
320
$81.1K 0.01%
880
-105
321
$81K 0.01%
1,227
-128
322
$81K 0.01%
1,272
323
$80.5K 0.01%
900
324
$80.3K 0.01%
1,000
-330
325
$80.3K 0.01%
1,455
11 12
13
14 15