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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$117K 0.01%
259
-164
402
$114K 0.01%
4,950
403
$112K 0.01%
8,333
404
$111K 0.01%
+371
405
$110K 0.01%
615
-25
406
$109K 0.01%
485
+51
407
$107K 0.01%
+206
408
$107K 0.01%
685
+481
409
$105K 0.01%
+3,958
410
$105K 0.01%
+607
411
$104K 0.01%
408
+187
412
$104K 0.01%
2,001
+117
413
$102K 0.01%
2,132
414
$102K 0.01%
1,379
+104
415
$101K 0.01%
1,610
+1,377
416
$101K 0.01%
368
+141
417
$98.2K 0.01%
2,148
418
$96.1K 0.01%
1,379
-95
419
$95.7K 0.01%
760
-60
420
$94.9K 0.01%
500
421
$94.6K 0.01%
+5,494
422
$92.8K 0.01%
2,032
+32
423
$92.8K 0.01%
+3,902
424
$92K 0.01%
605
+5
425
$91.6K 0.01%
707
-139
15 16
17
18 19