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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$245K 0.02%
4,137
-150
302
$240K 0.02%
4,810
+808
303
$238K 0.02%
13,100
304
$238K 0.02%
+10,665
305
$235K 0.02%
+1,032
306
$235K 0.02%
1,581
+9
307
$234K 0.02%
475
+174
308
$233K 0.02%
1,995
+80
309
$232K 0.02%
3,146
-2
310
$227K 0.02%
2,238
311
$226K 0.02%
1,495
312
$224K 0.02%
2,270
-60
313
$224K 0.02%
236
-1,156
314
$224K 0.02%
+1,289
315
$224K 0.02%
1,885
+1,835
316
$221K 0.02%
+5,537
317
$220K 0.02%
3,289
318
$220K 0.02%
550
319
$216K 0.01%
+9,233
320
$214K 0.01%
1,960
+1,860
321
$213K 0.01%
4,796
-6,000
322
$211K 0.01%
1,775
-233
323
$208K 0.01%
+3,700
324
$206K 0.01%
922
+47
325
$205K 0.01%
+3,202
11 12
13
14 15