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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

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
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286
327
$60K 0.01%
373
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328
$59K 0.01%
2,390
329
$58K 0.01%
434
330
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319
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622
332
$57K 0.01%
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333
$57K 0.01%
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334
$57K 0.01%
168
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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
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340
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2,000
341
$51K 0.01%
2,000
342
$50K 0.01%
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343
$50K 0.01%
133
344
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345
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346
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347
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1,000
348
$49K ﹤0.01%
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349
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1,000
350
$48K ﹤0.01%
765
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12 13
14
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