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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$68K 0.01%
1,000
302
$67.6K 0.01%
2,500
303
$67.6K 0.01%
8,000
304
$67.4K 0.01%
850
305
$67K 0.01%
2,315
306
$66.8K 0.01%
7,000
307
$66.2K 0.01%
2,679
+195
308
$65.7K 0.01%
1,172
309
$65K 0.01%
1,230
310
$64.2K 0.01%
761
311
$64.2K 0.01%
1,932
312
$64.1K 0.01%
1,980
313
$64K 0.01%
4,324
+17
314
$63.8K 0.01%
5,000
315
$63.7K 0.01%
1,190
316
$63.4K ﹤0.01%
1,000
317
$62.9K ﹤0.01%
4,500
318
$61.9K ﹤0.01%
1,220
+20
319
$61.5K ﹤0.01%
1,200
320
$60.4K ﹤0.01%
1,805
+65
321
$60.3K ﹤0.01%
649
322
$60K ﹤0.01%
1,295
323
$58.6K ﹤0.01%
301
+165
324
$58.5K ﹤0.01%
805
+350
325
$58.4K ﹤0.01%
2,390
11 12
13
14 15