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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$49.9K ﹤0.01%
+1,600
352
$49.8K ﹤0.01%
1,153
+53
353
$49.6K ﹤0.01%
+1,100
354
$49.5K ﹤0.01%
+860
355
$49.5K ﹤0.01%
640
-60
356
$49.2K ﹤0.01%
5,896
357
$48.9K ﹤0.01%
306
+6
358
$48.8K ﹤0.01%
218
+17
359
$48.5K ﹤0.01%
1,000
360
$48.2K ﹤0.01%
634
361
$48.2K ﹤0.01%
950
362
$47.2K ﹤0.01%
185
+10
363
$47.1K ﹤0.01%
+3,000
364
$46.4K ﹤0.01%
425
365
$45.5K ﹤0.01%
1,659
366
$45.4K ﹤0.01%
2,300
-3,700
367
$44.9K ﹤0.01%
1,231
368
$43.9K ﹤0.01%
140
-80
369
$43.6K ﹤0.01%
300
370
$43.5K ﹤0.01%
3,000
371
$43K ﹤0.01%
135
372
$42.6K ﹤0.01%
1,600
373
$42.2K ﹤0.01%
2,875
374
$41.5K ﹤0.01%
400
375
$41.3K ﹤0.01%
1,000
13 14
15
16 17