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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$34K ﹤0.01%
+2,000
427
$33K ﹤0.01%
714
428
$33K ﹤0.01%
220
+85
429
$33K ﹤0.01%
400
430
$32K ﹤0.01%
2,469
431
$32K ﹤0.01%
330
432
$32K ﹤0.01%
130
-14
433
$32K ﹤0.01%
373
434
$32K ﹤0.01%
113
+20
435
$31K ﹤0.01%
300
436
$31K ﹤0.01%
450
437
$31K ﹤0.01%
475
438
$31K ﹤0.01%
635
439
$30K ﹤0.01%
200
440
$30K ﹤0.01%
578
441
$30K ﹤0.01%
+750
442
$30K ﹤0.01%
1,000
443
$29K ﹤0.01%
6,000
+5,000
444
$28K ﹤0.01%
290
445
$28K ﹤0.01%
2,600
446
$26K ﹤0.01%
516
447
$26K ﹤0.01%
+600
448
$26K ﹤0.01%
1,683
449
$26K ﹤0.01%
173
-146
450
$26K ﹤0.01%
317
16 17
18
19 20