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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$138K 0.01%
8,191
377
$137K 0.01%
+4,365
378
$137K 0.01%
+18,051
379
$135K 0.01%
3,640
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380
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695
381
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382
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383
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1,487
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384
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+1,629
385
$130K 0.01%
+29,749
386
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2,040
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387
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+11,649
388
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389
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390
$126K 0.01%
558
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391
$126K 0.01%
6,000
392
$125K 0.01%
1,364
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393
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395
$120K 0.01%
243
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956
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397
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1,659
398
$118K 0.01%
491
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399
$118K 0.01%
4,055
400
$118K 0.01%
2,490
14 15
16
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