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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$46.5K ﹤0.01%
300
377
$45.8K ﹤0.01%
1,231
378
$45.8K ﹤0.01%
1,000
379
$45.6K ﹤0.01%
3,000
380
$45.5K ﹤0.01%
634
-1,000
381
$45.3K ﹤0.01%
175
382
$44.6K ﹤0.01%
1,659
383
$44.5K ﹤0.01%
360
384
$44.3K ﹤0.01%
1,647
385
$44K ﹤0.01%
425
386
$43.8K ﹤0.01%
800
387
$43.3K ﹤0.01%
2,094
388
$43.2K ﹤0.01%
2,860
389
$43K ﹤0.01%
4,000
390
$41.9K ﹤0.01%
1,600
391
$41.1K ﹤0.01%
600
392
$41K ﹤0.01%
470
393
$40.6K ﹤0.01%
+3,000
394
$40.3K ﹤0.01%
400
395
$39.8K ﹤0.01%
2,000
396
$39.6K ﹤0.01%
500
397
$39.4K ﹤0.01%
764
-341
398
$38.6K ﹤0.01%
+2,000
399
$38.4K ﹤0.01%
444
400
$38.2K ﹤0.01%
2,417
14 15
16
17 18