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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$1.26M
3 +$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1 +$7.42M
2 +$2.44M
3 +$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$14K ﹤0.01%
2,600
427
$14K ﹤0.01%
275
428
$13K ﹤0.01%
120
429
$13K ﹤0.01%
1,023
430
$13K ﹤0.01%
699
431
$13K ﹤0.01%
400
432
$13K ﹤0.01%
22
433
$13K ﹤0.01%
1,000
434
$12K ﹤0.01%
200
435
$12K ﹤0.01%
580
436
$12K ﹤0.01%
200
437
$12K ﹤0.01%
100
-50
438
$12K ﹤0.01%
+430
439
$12K ﹤0.01%
300
440
$12K ﹤0.01%
112
441
$12K ﹤0.01%
189
442
$11K ﹤0.01%
129
443
$11K ﹤0.01%
135
444
$11K ﹤0.01%
202
445
$11K ﹤0.01%
201
446
$11K ﹤0.01%
400
447
$11K ﹤0.01%
620
448
$11K ﹤0.01%
265
449
$10K ﹤0.01%
2,250
450
$10K ﹤0.01%
100
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