BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.75M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
IAU icon
iShares Gold Trust
IAU
+$1.23M

Top Sells

1
+$700K
2
+$421K
3
+$382K
4
GRMN icon
Garmin
GRMN
+$325K
5
GLD icon
SPDR Gold Trust
GLD
+$289K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$60K 0.01%
286
327
$60K 0.01%
373
-150
328
$59K 0.01%
2,390
329
$58K 0.01%
434
330
$58K 0.01%
319
331
$58K 0.01%
622
332
$57K 0.01%
1,520
333
$57K 0.01%
1,009
334
$57K 0.01%
168
-7
335
$55K 0.01%
254
336
$54K 0.01%
1,231
-480
337
$53K 0.01%
2,780
338
$53K 0.01%
3,000
+295
339
$53K 0.01%
199
340
$52K 0.01%
2,000
341
$51K 0.01%
2,000
342
$50K 0.01%
2,469
343
$50K 0.01%
133
344
$50K 0.01%
981
345
$50K 0.01%
936
346
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309
347
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1,000
348
$49K ﹤0.01%
1,157
349
$48K ﹤0.01%
1,000
350
$48K ﹤0.01%
765
+585
12 13
14
15 16