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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$54.5K ﹤0.01%
1,105
402
$54.4K ﹤0.01%
1,625
403
$54.2K ﹤0.01%
2,081
-52
404
$54K ﹤0.01%
817
405
$53.9K ﹤0.01%
2,390
406
$53.5K ﹤0.01%
333
407
$53.1K ﹤0.01%
3,000
408
$53.1K ﹤0.01%
777
409
$52.7K ﹤0.01%
2,600
410
$52.7K ﹤0.01%
303
411
$51.5K ﹤0.01%
5,896
412
$51.2K ﹤0.01%
102
-3,162
413
$50.7K ﹤0.01%
1,000
414
$50.6K ﹤0.01%
2,000
+1,500
415
$50.2K ﹤0.01%
2,900
416
$50.1K ﹤0.01%
617
417
$50.1K ﹤0.01%
360
418
$49.6K ﹤0.01%
3,735
-1,755
419
$49.2K ﹤0.01%
1,100
420
$47.8K ﹤0.01%
1,288
-150
421
$46.6K ﹤0.01%
1,700
+300
422
$46.1K ﹤0.01%
901
+1
423
$45.7K ﹤0.01%
535
-55
424
$45.3K ﹤0.01%
445
425
$44.9K ﹤0.01%
600
15 16
17
18 19