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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$98K 0.01%
1,173
-47
327
$95.2K 0.01%
2,000
328
$94.6K 0.01%
1,455
329
$92.5K 0.01%
2,168
-470
330
$90.6K 0.01%
820
331
$89.7K 0.01%
2,500
332
$88.5K 0.01%
1,480
+150
333
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2,425
-5
334
$87.2K 0.01%
985
335
$86K 0.01%
496
336
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505
337
$83.8K 0.01%
5,000
338
$83.5K 0.01%
434
339
$83.3K 0.01%
1,272
340
$83.3K 0.01%
1,166
341
$83.2K 0.01%
846
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342
$82.9K 0.01%
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343
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344
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345
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346
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250
347
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4,000
+1,000
348
$79.5K 0.01%
8,500
349
$79.2K 0.01%
10,000
350
$78.6K 0.01%
525
12 13
14
15 16