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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$67.7K 0.01%
1,000
352
$67.4K 0.01%
2,000
353
$66.1K 0.01%
7,000
354
$66K 0.01%
4,309
+2
355
$65.2K 0.01%
725
356
$65.2K 0.01%
1,200
357
$65K 0.01%
2,115
358
$64.8K 0.01%
250
359
$64K 0.01%
320
-1,360
360
$63.9K 0.01%
1,280
-200
361
$63.8K 0.01%
475
362
$63.5K 0.01%
1,100
363
$63.4K 0.01%
362
364
$63.3K 0.01%
4,500
-2,900
365
$63.1K 0.01%
3,450
366
$62.7K 0.01%
6,031
+200
367
$61.4K 0.01%
900
368
$61.3K 0.01%
5,000
369
$60.4K 0.01%
1,166
370
$59.8K 0.01%
1,200
371
$58.7K 0.01%
751
372
$58.5K 0.01%
873
373
$58.2K 0.01%
474
-1
374
$57.8K 0.01%
3,000
375
$57.5K ﹤0.01%
1,000
13 14
15
16 17