BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.38B
1-Year Est. Return
19.95%
This Fund
S&P 500
1 Year Est. Return
+19.95%
AUM
$679M
AUM Growth
+$7.22M
(+1.1%)
Holding
539
Top Buys
| 1 | +$2.52M | |
| 2 | +$1.13M | |
| 3 | +$952K | |
| 4 |
Cisco
CSCO
|
+$695K |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$654K |
Top Sells
| 1 | +$7.47M | |
| 2 | +$2.41M | |
| 3 | +$2.09M | |
| 4 |
Apple
AAPL
|
+$1.39M |
| 5 |
PayPal
PYPL
|
+$1.32M |
Sector Composition
| 1 | Financials | 16.74% |
| 2 | Healthcare | 13.49% |
| 3 | Technology | 12.65% |
| 4 | Consumer Discretionary | 10.01% |
| 5 | Industrials | 8.12% |