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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$47.5K ﹤0.01%
2,900
402
$47.2K ﹤0.01%
4,905
403
$47.1K ﹤0.01%
690
404
$46.9K ﹤0.01%
220
405
$46.6K ﹤0.01%
800
406
$46.6K ﹤0.01%
950
407
$45.2K ﹤0.01%
1,288
408
$45K ﹤0.01%
3,000
409
$44.9K ﹤0.01%
1,050
410
$44.6K ﹤0.01%
1,375
-250
411
$44.6K ﹤0.01%
102
412
$44.5K ﹤0.01%
580
413
$44.5K ﹤0.01%
600
414
$44.4K ﹤0.01%
300
415
$43.7K ﹤0.01%
535
416
$43.7K ﹤0.01%
1,659
417
$43.5K ﹤0.01%
2,000
418
$42.9K ﹤0.01%
150
-5
419
$42.7K ﹤0.01%
1,000
420
$42.2K ﹤0.01%
2,600
421
$42.1K ﹤0.01%
179
422
$41.9K ﹤0.01%
400
-267
423
$41.8K ﹤0.01%
360
424
$40.6K ﹤0.01%
201
425
$40.1K ﹤0.01%
1,000
15 16
17
18 19