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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33K ﹤0.01%
192
-10
352
$32K ﹤0.01%
428
353
$31K ﹤0.01%
894
354
$31K ﹤0.01%
260
355
$31K ﹤0.01%
187
356
$31K ﹤0.01%
1,000
357
$31K ﹤0.01%
560
358
$30K ﹤0.01%
1,590
359
$30K ﹤0.01%
1,050
360
$29K ﹤0.01%
418
361
$29K ﹤0.01%
428
-20
362
$29K ﹤0.01%
243
363
$29K ﹤0.01%
395
-10
364
$28K ﹤0.01%
333
365
$28K ﹤0.01%
511
366
$28K ﹤0.01%
200
367
$28K ﹤0.01%
350
368
$28K ﹤0.01%
1,190
369
$28K ﹤0.01%
484
370
$28K ﹤0.01%
159
-10
371
$27K ﹤0.01%
150
372
$27K ﹤0.01%
400
373
$27K ﹤0.01%
900
374
$26K ﹤0.01%
6,000
375
$25K ﹤0.01%
851
13 14
15
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