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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$58.4K ﹤0.01%
227
+14
327
$58.3K ﹤0.01%
295
328
$57.6K ﹤0.01%
800
-200
329
$57.2K ﹤0.01%
773
330
$56.4K ﹤0.01%
3,000
+1,000
331
$55.4K ﹤0.01%
575
-250
332
$55.1K ﹤0.01%
475
333
$55.1K ﹤0.01%
1,420
334
$54.9K ﹤0.01%
1,680
335
$54.6K ﹤0.01%
314
+164
336
$54.1K ﹤0.01%
1,011
+247
337
$53.3K ﹤0.01%
450
-757
338
$53.2K ﹤0.01%
1,107
-1,509
339
$53.2K ﹤0.01%
4,000
340
$53.1K ﹤0.01%
2,625
-842
341
$52.6K ﹤0.01%
32
-1
342
$52.3K ﹤0.01%
380
343
$52.3K ﹤0.01%
298
+4
344
$51.8K ﹤0.01%
1,288
345
$51.8K ﹤0.01%
580
346
$51.8K ﹤0.01%
1,000
347
$51.2K ﹤0.01%
2,276
-428
348
$50.6K ﹤0.01%
1,190
349
$50.3K ﹤0.01%
360
350
$50.2K ﹤0.01%
837
12 13
14
15 16