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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$41K ﹤0.01%
1,033
377
$40K ﹤0.01%
480
378
$40K ﹤0.01%
5,000
379
$40K ﹤0.01%
2,094
380
$39K ﹤0.01%
660
381
$39K ﹤0.01%
714
382
$39K ﹤0.01%
2,450
383
$38K ﹤0.01%
2,000
384
$37K ﹤0.01%
8,000
385
$37K ﹤0.01%
400
386
$36K ﹤0.01%
45
-194
387
$36K ﹤0.01%
450
388
$36K ﹤0.01%
400
389
$36K ﹤0.01%
546
-519
390
$36K ﹤0.01%
2,250
+750
391
$35K ﹤0.01%
350
-30
392
$35K ﹤0.01%
262
393
$35K ﹤0.01%
373
394
$35K ﹤0.01%
635
395
$34K ﹤0.01%
175
396
$34K ﹤0.01%
330
397
$34K ﹤0.01%
295
398
$33K ﹤0.01%
300
399
$33K ﹤0.01%
1,300
400
$32K ﹤0.01%
376
14 15
16
17 18