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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$35K ﹤0.01%
282
-183
377
$34K ﹤0.01%
4,000
378
$34K ﹤0.01%
400
379
$34K ﹤0.01%
2,500
380
$33K ﹤0.01%
1,400
381
$33K ﹤0.01%
360
382
$33K ﹤0.01%
2,450
383
$32K ﹤0.01%
175
-26
384
$32K ﹤0.01%
554
385
$32K ﹤0.01%
845
386
$32K ﹤0.01%
115
387
$32K ﹤0.01%
350
388
$32K ﹤0.01%
150
389
$32K ﹤0.01%
5,750
390
$32K ﹤0.01%
647
+24
391
$32K ﹤0.01%
5,000
392
$32K ﹤0.01%
3,000
393
$31K ﹤0.01%
201
394
$31K ﹤0.01%
505
395
$30K ﹤0.01%
1,240
396
$30K ﹤0.01%
650
397
$30K ﹤0.01%
546
398
$30K ﹤0.01%
750
399
$30K ﹤0.01%
3,711
400
$30K ﹤0.01%
2,094
14 15
16
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