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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$60K 0.01%
1,009
327
$59K 0.01%
2,390
328
$58K 0.01%
300
329
$58K 0.01%
400
330
$57K 0.01%
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331
$57K 0.01%
254
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332
$56K 0.01%
286
333
$56K 0.01%
1,300
-700
334
$55K 0.01%
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335
$55K 0.01%
300
336
$55K 0.01%
1,520
337
$55K 0.01%
+1,000
338
$54K 0.01%
622
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339
$54K 0.01%
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340
$53K 0.01%
309
341
$53K 0.01%
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342
$53K 0.01%
3,711
343
$52K 0.01%
434
344
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345
$51K 0.01%
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346
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347
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348
$51K 0.01%
2,025
349
$50K 0.01%
981
350
$49K 0.01%
1,000
12 13
14
15 16