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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$58.7K ﹤0.01%
5,896
352
$57.1K ﹤0.01%
4,905
353
$56.8K ﹤0.01%
1,100
354
$56.4K ﹤0.01%
837
355
$56.3K ﹤0.01%
295
-55
356
$55.1K ﹤0.01%
102
357
$54.2K ﹤0.01%
800
-287
358
$54.1K ﹤0.01%
411
-215
359
$54.1K ﹤0.01%
700
-278
360
$53.9K ﹤0.01%
2,875
-2,500
361
$53.2K ﹤0.01%
400
362
$52.4K ﹤0.01%
1,288
363
$52.4K ﹤0.01%
1,000
364
$51.9K ﹤0.01%
300
365
$51.5K ﹤0.01%
414
-50
366
$51.4K ﹤0.01%
201
367
$51.1K ﹤0.01%
1,000
368
$50.6K ﹤0.01%
294
+3
369
$50K ﹤0.01%
2,150
370
$49.9K ﹤0.01%
33
-3
371
$49.8K ﹤0.01%
580
372
$49.8K ﹤0.01%
250
373
$49.4K ﹤0.01%
950
374
$48.8K ﹤0.01%
400
375
$46.9K ﹤0.01%
315
-181
13 14
15
16 17