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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$38.1K ﹤0.01%
+3,000
402
$38.1K ﹤0.01%
146
403
$37.8K ﹤0.01%
650
404
$37.4K ﹤0.01%
330
405
$37.3K ﹤0.01%
460
-430
406
$37.1K ﹤0.01%
225
-69
407
$36.7K ﹤0.01%
700
408
$36.5K ﹤0.01%
5,000
409
$36.3K ﹤0.01%
300
410
$36.2K ﹤0.01%
83
+2
411
$36.2K ﹤0.01%
750
412
$35.8K ﹤0.01%
+2,000
413
$35.6K ﹤0.01%
400
-30
414
$35.4K ﹤0.01%
200
415
$34.8K ﹤0.01%
227
-138
416
$34.5K ﹤0.01%
447
417
$34.4K ﹤0.01%
400
418
$34.4K ﹤0.01%
400
-500
419
$34.3K ﹤0.01%
181
420
$33.9K ﹤0.01%
73
+26
421
$33.8K ﹤0.01%
455
-79
422
$33K ﹤0.01%
500
423
$32.8K ﹤0.01%
2,600
424
$32.7K ﹤0.01%
350
425
$32.6K ﹤0.01%
650
15 16
17
18 19