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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$40K ﹤0.01%
3,000
377
$39K ﹤0.01%
400
378
$39K ﹤0.01%
5,000
379
$39K ﹤0.01%
2,450
380
$38K ﹤0.01%
353
381
$38K ﹤0.01%
220
382
$38K ﹤0.01%
505
383
$38K ﹤0.01%
1,033
384
$37K ﹤0.01%
714
385
$37K ﹤0.01%
201
386
$37K ﹤0.01%
592
387
$37K ﹤0.01%
635
388
$36K ﹤0.01%
2,094
389
$35K ﹤0.01%
480
390
$34K ﹤0.01%
660
391
$34K ﹤0.01%
1,155
392
$34K ﹤0.01%
1,300
-2,000
393
$34K ﹤0.01%
300
394
$33K ﹤0.01%
300
395
$33K ﹤0.01%
400
396
$33K ﹤0.01%
200
397
$33K ﹤0.01%
2,500
398
$33K ﹤0.01%
600
399
$33K ﹤0.01%
260
400
$32K ﹤0.01%
330
14 15
16
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