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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$57K ﹤0.01%
910
377
$56.8K ﹤0.01%
1,172
378
$56.4K ﹤0.01%
4,500
379
$56.1K ﹤0.01%
1,190
380
$56.1K ﹤0.01%
7,336
+1,834
381
$55.7K ﹤0.01%
777
382
$55.5K ﹤0.01%
901
383
$55.1K ﹤0.01%
2,081
384
$53.7K ﹤0.01%
5,896
385
$53.5K ﹤0.01%
2,880
386
$53.5K ﹤0.01%
649
387
$53K ﹤0.01%
2,132
388
$52.9K ﹤0.01%
2,704
389
$52.6K ﹤0.01%
1,105
390
$52.3K ﹤0.01%
3,462
-273
391
$51.6K ﹤0.01%
1,037
-1,113
392
$51.5K ﹤0.01%
333
393
$51.4K ﹤0.01%
2,390
394
$50.8K ﹤0.01%
350
-150
395
$50.1K ﹤0.01%
854
396
$50K ﹤0.01%
859
397
$49.7K ﹤0.01%
303
398
$48.7K ﹤0.01%
400
399
$48.5K ﹤0.01%
1,100
400
$48.1K ﹤0.01%
640
-179
14 15
16
17 18