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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1 +$7.64M
2 +$2.74M
3 +$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1 +$679K
2 +$411K
3 +$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$25K ﹤0.01%
339
427
$25K ﹤0.01%
97
+12
428
$25K ﹤0.01%
317
429
$25K ﹤0.01%
314
430
$25K ﹤0.01%
1,831
431
$24K ﹤0.01%
197
432
$24K ﹤0.01%
372
433
$24K ﹤0.01%
+1,341
434
$24K ﹤0.01%
200
435
$24K ﹤0.01%
2,500
436
$24K ﹤0.01%
1,683
437
$24K ﹤0.01%
800
438
$23K ﹤0.01%
262
+27
439
$23K ﹤0.01%
135
440
$23K ﹤0.01%
240
441
$23K ﹤0.01%
74
+8
442
$23K ﹤0.01%
33
443
$23K ﹤0.01%
145
444
$23K ﹤0.01%
87
+12
445
$23K ﹤0.01%
309
446
$23K ﹤0.01%
131
447
$22K ﹤0.01%
333
448
$22K ﹤0.01%
287
449
$22K ﹤0.01%
+100
450
$21K ﹤0.01%
395