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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$42K 0.01%
1,000
327
$42K 0.01%
4,638
-347
328
$41K 0.01%
400
329
$41K 0.01%
1,015
330
$40K 0.01%
593
331
$40K 0.01%
225
332
$39K 0.01%
430
333
$39K 0.01%
1,092
-368
334
$39K 0.01%
1,384
335
$38K 0.01%
3,500
336
$38K 0.01%
1,229
337
$38K 0.01%
225
338
$38K 0.01%
+2,500
339
$37K 0.01%
434
340
$37K 0.01%
+1,246
341
$37K 0.01%
1,600
342
$37K 0.01%
2,535
343
$37K 0.01%
3,500
344
$36K 0.01%
781
345
$36K 0.01%
1,000
346
$36K 0.01%
225
347
$36K 0.01%
500
348
$36K 0.01%
2,000
349
$35K 0.01%
305
-336
350
$34K 0.01%
225
12 13
14
15 16