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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$58K 0.01%
1,300
352
$57K 0.01%
1,000
353
$56K 0.01%
1,520
354
$56K 0.01%
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355
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400
356
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357
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+1,000
358
$55K 0.01%
400
359
$54K 0.01%
965
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$54K 0.01%
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361
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360
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363
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364
$52K 0.01%
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365
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366
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814
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367
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368
$52K 0.01%
622
369
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371
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372
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168
373
$50K 0.01%
402
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374
$50K 0.01%
981
375
$50K 0.01%
+455
13 14
15
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