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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$1.26M
3 +$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1 +$7.42M
2 +$2.44M
3 +$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$25K ﹤0.01%
918
377
$25K ﹤0.01%
343
378
$24K ﹤0.01%
205
379
$24K ﹤0.01%
1,600
380
$24K ﹤0.01%
920
381
$24K ﹤0.01%
2,094
382
$24K ﹤0.01%
90
383
$23K ﹤0.01%
897
384
$23K ﹤0.01%
330
385
$23K ﹤0.01%
450
386
$23K ﹤0.01%
287
387
$23K ﹤0.01%
200
388
$22K ﹤0.01%
400
389
$22K ﹤0.01%
1,500
390
$22K ﹤0.01%
416
391
$22K ﹤0.01%
480
392
$22K ﹤0.01%
1,800
393
$21K ﹤0.01%
400
394
$21K ﹤0.01%
230
395
$21K ﹤0.01%
200
396
$21K ﹤0.01%
2,247
397
$20K ﹤0.01%
120
398
$20K ﹤0.01%
222
-26
399
$20K ﹤0.01%
1,000
400
$19K ﹤0.01%
500