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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$41K ﹤0.01%
+100
402
$40K ﹤0.01%
360
403
$40K ﹤0.01%
4,000
404
$40K ﹤0.01%
5,000
405
$40K ﹤0.01%
3,000
406
$39K ﹤0.01%
1,000
407
$39K ﹤0.01%
+1,500
408
$39K ﹤0.01%
3,000
409
$38K ﹤0.01%
133
410
$38K ﹤0.01%
750
411
$38K ﹤0.01%
660
-210
412
$38K ﹤0.01%
2,094
413
$37K ﹤0.01%
480
414
$37K ﹤0.01%
505
415
$37K ﹤0.01%
1,033
416
$36K ﹤0.01%
201
417
$36K ﹤0.01%
150
-136
418
$36K ﹤0.01%
262
419
$36K ﹤0.01%
128
420
$35K ﹤0.01%
8,000
421
$35K ﹤0.01%
400
422
$35K ﹤0.01%
956
423
$35K ﹤0.01%
2,450
424
$35K ﹤0.01%
+1,200
425
$34K ﹤0.01%
546
15 16
17
18 19