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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$48K 0.01%
936
377
$47K 0.01%
217
+200
378
$47K 0.01%
814
+666
379
$47K 0.01%
400
380
$47K 0.01%
1,000
381
$46K ﹤0.01%
664
382
$46K ﹤0.01%
+781
383
$45K ﹤0.01%
2,000
384
$45K ﹤0.01%
2,025
385
$45K ﹤0.01%
284
+153
386
$44K ﹤0.01%
386
387
$44K ﹤0.01%
1,153
+458
388
$44K ﹤0.01%
323
-50
389
$43K ﹤0.01%
201
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390
$43K ﹤0.01%
362
391
$43K ﹤0.01%
2,592
392
$43K ﹤0.01%
283
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393
$42K ﹤0.01%
660
394
$42K ﹤0.01%
309
395
$42K ﹤0.01%
1,500
396
$42K ﹤0.01%
+1,693
397
$42K ﹤0.01%
1,010
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398
$41K ﹤0.01%
+1,000
399
$41K ﹤0.01%
+800
400
$41K ﹤0.01%
800
+50
14 15
16
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