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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30K ﹤0.01%
129
402
$30K ﹤0.01%
1,033
403
$29K ﹤0.01%
220
404
$29K ﹤0.01%
2,600
405
$29K ﹤0.01%
800
406
$29K ﹤0.01%
1,000
407
$28K ﹤0.01%
758
408
$28K ﹤0.01%
235
409
$27K ﹤0.01%
1,000
410
$27K ﹤0.01%
400
411
$27K ﹤0.01%
330
412
$27K ﹤0.01%
450
413
$27K ﹤0.01%
130
414
$27K ﹤0.01%
2,600
415
$27K ﹤0.01%
475
416
$27K ﹤0.01%
655
-5
417
$27K ﹤0.01%
2,025
418
$26K ﹤0.01%
714
419
$26K ﹤0.01%
133
420
$26K ﹤0.01%
200
421
$26K ﹤0.01%
4,000
422
$26K ﹤0.01%
1,500
423
$26K ﹤0.01%
100
424
$25K ﹤0.01%
2,469
425
$25K ﹤0.01%
4,000
15 16
17
18 19