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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K ﹤0.01%
1,250
-1,250
402
$19K ﹤0.01%
184
403
$19K ﹤0.01%
314
404
$18K ﹤0.01%
1,000
405
$18K ﹤0.01%
720
406
$18K ﹤0.01%
314
-175
407
$18K ﹤0.01%
400
-225
408
$17K ﹤0.01%
230
409
$17K ﹤0.01%
325
410
$17K ﹤0.01%
760
411
$16K ﹤0.01%
300
412
$16K ﹤0.01%
230
413
$16K ﹤0.01%
1,500
414
$16K ﹤0.01%
526
-10
415
$16K ﹤0.01%
200
-70
416
$16K ﹤0.01%
1,500
417
$16K ﹤0.01%
1,000
418
$16K ﹤0.01%
350
419
$15K ﹤0.01%
240
420
$15K ﹤0.01%
372
421
$15K ﹤0.01%
300
422
$15K ﹤0.01%
85
-25
423
$15K ﹤0.01%
1,500
424
$15K ﹤0.01%
93
425
$15K ﹤0.01%
554
15 16
17
18 19