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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$32K ﹤0.01%
144
402
$32K ﹤0.01%
373
403
$31K ﹤0.01%
290
-280
404
$31K ﹤0.01%
450
405
$31K ﹤0.01%
1,000
406
$30K ﹤0.01%
175
407
$30K ﹤0.01%
295
+36
408
$30K ﹤0.01%
357
409
$30K ﹤0.01%
1,049
+249
410
$29K ﹤0.01%
400
411
$29K ﹤0.01%
181
412
$29K ﹤0.01%
85
413
$29K ﹤0.01%
150
414
$28K ﹤0.01%
376
415
$28K ﹤0.01%
395
416
$28K ﹤0.01%
556
+21
417
$28K ﹤0.01%
2,600
418
$27K ﹤0.01%
516
419
$27K ﹤0.01%
920
420
$27K ﹤0.01%
750
421
$27K ﹤0.01%
1,000
-3,877
422
$27K ﹤0.01%
93
-4
423
$27K ﹤0.01%
+40
424
$26K ﹤0.01%
560
425
$26K ﹤0.01%
670
+50
15 16
17
18 19