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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$171K 0.01%
+14,641
352
$170K 0.01%
7,713
+685
353
$170K 0.01%
100
354
$168K 0.01%
+278
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$168K 0.01%
+5,624
356
$167K 0.01%
4,039
357
$163K 0.01%
5,200
-75
358
$161K 0.01%
+113
359
$160K 0.01%
+6,156
360
$159K 0.01%
3,625
361
$158K 0.01%
15,780
+15,328
362
$157K 0.01%
604
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363
$156K 0.01%
1,550
+200
364
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6,000
-3,000
365
$150K 0.01%
454
+314
366
$149K 0.01%
+2,448
367
$149K 0.01%
1,100
368
$144K 0.01%
445
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369
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370
$142K 0.01%
447
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371
$141K 0.01%
4,000
372
$141K 0.01%
10,610
373
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500
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374
$139K 0.01%
2,107
+199
375
$138K 0.01%
746
+76
13 14
15
16 17