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
301
$78.8K 0.01%
4,000
302
$78.1K 0.01%
296
-37
303
$77.9K 0.01%
2,000
304
$77K 0.01%
4,200
-3,438
305
$75K 0.01%
2,150
-125
306
$74.5K 0.01%
478
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307
$73.9K 0.01%
1,844
308
$73.5K 0.01%
809
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309
$73.3K 0.01%
1,000
310
$73.1K 0.01%
7,336
311
$72.4K 0.01%
1,000
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312
$71.6K 0.01%
3,000
313
$71.1K 0.01%
182
314
$70.2K 0.01%
4,307
-1
315
$69.4K 0.01%
1,200
316
$69.4K 0.01%
280
-40
317
$69.3K 0.01%
1,932
318
$69.3K 0.01%
7,000
319
$69K 0.01%
761
320
$68.8K 0.01%
220
321
$68.7K 0.01%
1,172
322
$68.2K 0.01%
5,937
323
$68.2K 0.01%
3,467
-2,125
324
$66.7K 0.01%
475
325
$66.7K 0.01%
+2,315
11 12
13
14 15