BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+8.04%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$1.22B
AUM Growth
+$71.8M
(+6.3%)
Cap. Flow
-$5.88M
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
33.92%
Holding
808
New
7
Increased
65
Reduced
206
Closed
42
Top Buys
| 1 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$10.4M |
| 2 |
Sherwin-Williams
SHW
|
+$8.33M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$4.73M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.67M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$2.8M |
Top Sells
| 1 |
Verizon
VZ
|
+$7.34M |
| 2 |
Microsoft
MSFT
|
+$7.22M |
| 3 |
Apple
AAPL
|
+$2.7M |
| 4 |
NVIDIA
NVDA
|
+$2.59M |
| 5 |
Stock Yards Bancorp
SYBT
|
+$2.28M |
Sector Composition
| 1 | Technology | 25.79% |
| 2 | Healthcare | 12.85% |
| 3 | Financials | 12.05% |
| 4 | Consumer Staples | 8.54% |
| 5 | Industrials | 7.95% |
