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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$205K 0.01%
1,200
327
$204K 0.01%
3,468
+5
328
$199K 0.01%
903
+23
329
$199K 0.01%
530
330
$198K 0.01%
2,058
+2,040
331
$194K 0.01%
4,875
+100
332
$193K 0.01%
10,481
-53
333
$193K 0.01%
2,249
+1,172
334
$193K 0.01%
8,718
+4,404
335
$191K 0.01%
5,000
336
$190K 0.01%
11,744
+11,678
337
$188K 0.01%
2,950
338
$187K 0.01%
1,045
339
$187K 0.01%
905
+898
340
$185K 0.01%
2,350
341
$185K 0.01%
2,293
+898
342
$183K 0.01%
4,273
+1,403
343
$181K 0.01%
317
344
$179K 0.01%
694
+240
345
$178K 0.01%
+11,346
346
$178K 0.01%
+1,133
347
$178K 0.01%
2,850
-255
348
$177K 0.01%
350
+268
349
$173K 0.01%
2,000
350
$172K 0.01%
+1,287
12 13
14
15 16