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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$67K 0.01%
2,368
-55
327
$67K 0.01%
+325
328
$67K 0.01%
1,460
+50
329
$67K 0.01%
7,000
+5,000
330
$67K 0.01%
2,000
331
$66K 0.01%
350
332
$66K 0.01%
1,181
+1,002
333
$65K 0.01%
1,740
334
$65K 0.01%
942
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335
$65K 0.01%
1,600
336
$65K 0.01%
254
+55
337
$64K 0.01%
2,000
338
$63K 0.01%
115
339
$63K 0.01%
2,390
340
$63K 0.01%
1,170
341
$63K 0.01%
363
+29
342
$63K 0.01%
400
343
$62K 0.01%
+450
344
$62K 0.01%
931
345
$61K 0.01%
300
346
$61K 0.01%
3,409
347
$59K 0.01%
2,780
348
$59K 0.01%
3,711
349
$59K 0.01%
2,132
350
$58K 0.01%
1,520
+740
12 13
14
15 16