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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$76.9K 0.01%
349
-2
352
$76.8K 0.01%
900
353
$76.7K 0.01%
4,000
354
$76.3K 0.01%
2,500
355
$74.7K 0.01%
667
356
$73.9K 0.01%
2,382
357
$73.8K 0.01%
1,350
358
$73.8K 0.01%
6,345
-1,850
359
$73.6K 0.01%
500
360
$73.5K 0.01%
1,100
+94
361
$73.4K 0.01%
500
362
$72.9K 0.01%
2,880
363
$72.1K 0.01%
2,115
-153
364
$72.1K 0.01%
920
365
$71.6K 0.01%
900
366
$71.1K 0.01%
60
+39
367
$70.9K 0.01%
7,000
+1,000
368
$70.8K 0.01%
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369
$70.3K 0.01%
651
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370
$70.1K 0.01%
4,307
-20
371
$69.3K 0.01%
2,286
-126
372
$68.9K 0.01%
182
373
$67.9K 0.01%
725
374
$66.2K 0.01%
1,172
-100
375
$65.3K 0.01%
1,000
13 14
15
16 17