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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$48K ﹤0.01%
400
352
$48K ﹤0.01%
386
353
$47K ﹤0.01%
1,500
354
$47K ﹤0.01%
+2,751
355
$47K ﹤0.01%
200
356
$47K ﹤0.01%
2,025
357
$46K ﹤0.01%
220
358
$46K ﹤0.01%
2,592
359
$45K ﹤0.01%
128
+116
360
$45K ﹤0.01%
300
361
$44K ﹤0.01%
362
362
$44K ﹤0.01%
664
+350
363
$44K ﹤0.01%
956
364
$44K ﹤0.01%
1,024
365
$43K ﹤0.01%
360
366
$42K ﹤0.01%
295
+35
367
$42K ﹤0.01%
4,000
368
$42K ﹤0.01%
464
+195
369
$42K ﹤0.01%
1,950
370
$41K ﹤0.01%
353
371
$41K ﹤0.01%
201
372
$41K ﹤0.01%
750
373
$41K ﹤0.01%
400
374
$41K ﹤0.01%
505
375
$41K ﹤0.01%
3,000
13 14
15
16 17