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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1 +$7.64M
2 +$2.74M
3 +$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1 +$679K
2 +$411K
3 +$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$32K ﹤0.01%
290
402
$32K ﹤0.01%
200
403
$32K ﹤0.01%
475
-117
404
$32K ﹤0.01%
498
405
$31K ﹤0.01%
144
406
$31K ﹤0.01%
357
407
$31K ﹤0.01%
1,000
408
$30K ﹤0.01%
516
409
$30K ﹤0.01%
93
410
$29K ﹤0.01%
578
+22
411
$29K ﹤0.01%
621
412
$29K ﹤0.01%
560
413
$28K ﹤0.01%
2,600
414
$28K ﹤0.01%
1,000
415
$27K ﹤0.01%
817
-30
416
$27K ﹤0.01%
350
417
$27K ﹤0.01%
650
418
$27K ﹤0.01%
695
+25
419
$26K ﹤0.01%
40
420
$26K ﹤0.01%
920
421
$26K ﹤0.01%
+600
422
$26K ﹤0.01%
+250
423
$26K ﹤0.01%
266
424
$25K ﹤0.01%
+150
425
$25K ﹤0.01%
780