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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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300
352
$49K 0.01%
199
+7
353
$48K 0.01%
380
354
$48K 0.01%
750
355
$47K 0.01%
+600
356
$46K 0.01%
362
357
$46K 0.01%
621
358
$46K 0.01%
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359
$45K 0.01%
4,000
360
$45K 0.01%
200
361
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1,157
362
$45K 0.01%
2,000
363
$44K ﹤0.01%
397
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364
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365
$44K ﹤0.01%
386
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$44K ﹤0.01%
498
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$43K ﹤0.01%
360
368
$43K ﹤0.01%
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369
$43K ﹤0.01%
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$42K ﹤0.01%
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371
$41K ﹤0.01%
262
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$41K ﹤0.01%
750
373
$41K ﹤0.01%
319
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374
$41K ﹤0.01%
956
375
$40K ﹤0.01%
1,950
-365
13 14
15
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