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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$66.5K 0.01%
1,230
-530
327
$65.3K ﹤0.01%
8,000
-2,000
328
$65.3K ﹤0.01%
1,875
329
$65.2K ﹤0.01%
1,000
330
$65K ﹤0.01%
+1,680
331
$64.8K ﹤0.01%
380
+360
332
$64.6K ﹤0.01%
5,000
333
$64.5K ﹤0.01%
1,740
334
$64.3K ﹤0.01%
1,420
335
$64.3K ﹤0.01%
805
-1,560
336
$64.2K ﹤0.01%
213
-412
337
$64K ﹤0.01%
1,190
338
$63.8K ﹤0.01%
2,932
-80
339
$63.7K ﹤0.01%
2,704
340
$63.6K ﹤0.01%
2,500
341
$62.9K ﹤0.01%
2,484
-1,353
342
$62.1K ﹤0.01%
1,980
343
$62K ﹤0.01%
4,500
344
$61.5K ﹤0.01%
1,200
345
$61.1K ﹤0.01%
1,190
346
$60.5K ﹤0.01%
649
347
$60.4K ﹤0.01%
1,295
+645
348
$59.8K ﹤0.01%
773
-100
349
$59.5K ﹤0.01%
+2,000
350
$58.9K ﹤0.01%
2,390
12 13
14
15 16