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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$34.3K ﹤0.01%
353
+28
402
$34.1K ﹤0.01%
225
403
$33.5K ﹤0.01%
220
404
$32.6K ﹤0.01%
315
405
$32.6K ﹤0.01%
800
406
$32.4K ﹤0.01%
143
407
$32.1K ﹤0.01%
410
-395
408
$31.7K ﹤0.01%
500
409
$31.4K ﹤0.01%
140
+10
410
$31.3K ﹤0.01%
100
+5
411
$31.2K ﹤0.01%
309
+104
412
$31K ﹤0.01%
227
413
$30.8K ﹤0.01%
352
+32
414
$30.8K ﹤0.01%
200
415
$30.6K ﹤0.01%
75
-8
416
$30.6K ﹤0.01%
1,160
417
$30.5K ﹤0.01%
102
-80
418
$30.4K ﹤0.01%
1,683
419
$30.3K ﹤0.01%
2,573
-2,332
420
$30.3K ﹤0.01%
360
421
$30.2K ﹤0.01%
204
+4
422
$30K ﹤0.01%
377
423
$29.7K ﹤0.01%
354
-46
424
$29.7K ﹤0.01%
290
425
$29.6K ﹤0.01%
400
15 16
17
18 19