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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25K ﹤0.01%
847
427
$25K ﹤0.01%
350
428
$25K ﹤0.01%
339
-81
429
$25K ﹤0.01%
15
430
$25K ﹤0.01%
33
431
$25K ﹤0.01%
650
432
$25K ﹤0.01%
317
433
$25K ﹤0.01%
266
434
$25K ﹤0.01%
1,831
435
$24K ﹤0.01%
800
436
$24K ﹤0.01%
1,500
437
$23K ﹤0.01%
600
438
$23K ﹤0.01%
197
439
$23K ﹤0.01%
780
440
$23K ﹤0.01%
372
441
$23K ﹤0.01%
287
442
$23K ﹤0.01%
1,683
443
$23K ﹤0.01%
309
-114
444
$23K ﹤0.01%
2,500
445
$23K ﹤0.01%
314
446
$22K ﹤0.01%
269
447
$22K ﹤0.01%
240
448
$22K ﹤0.01%
85
449
$22K ﹤0.01%
175
450
$21K ﹤0.01%
200
16 17
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