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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$65.3K 0.01%
2,000
377
$65.2K 0.01%
3,450
378
$65K 0.01%
751
379
$65K 0.01%
361
+213
380
$64.8K 0.01%
690
-210
381
$64.2K 0.01%
475
382
$64.1K 0.01%
475
383
$63.9K 0.01%
873
384
$63.9K 0.01%
2,704
385
$62.9K 0.01%
5,831
386
$62K 0.01%
819
-283
387
$61.2K 0.01%
1,190
388
$60.9K 0.01%
859
389
$60.2K ﹤0.01%
1,200
390
$60.2K ﹤0.01%
362
391
$59.6K ﹤0.01%
1,750
392
$59.5K ﹤0.01%
1,000
393
$58.5K ﹤0.01%
910
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394
$58.2K ﹤0.01%
2,132
395
$57.8K ﹤0.01%
4,905
396
$56.3K ﹤0.01%
854
-100
397
$56.2K ﹤0.01%
400
398
$55.2K ﹤0.01%
4,500
399
$55.2K ﹤0.01%
649
+449
400
$54.6K ﹤0.01%
4,000
14 15
16
17 18