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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25K ﹤0.01%
800
427
$25K ﹤0.01%
1,500
428
$25K ﹤0.01%
1,200
429
$24K ﹤0.01%
428
430
$24K ﹤0.01%
500
-1,000
431
$24K ﹤0.01%
283
432
$23K ﹤0.01%
309
433
$23K ﹤0.01%
600
434
$23K ﹤0.01%
373
435
$22K ﹤0.01%
800
436
$22K ﹤0.01%
301
437
$22K ﹤0.01%
1,683
438
$22K ﹤0.01%
317
439
$22K ﹤0.01%
75
440
$21K ﹤0.01%
+1,200
441
$21K ﹤0.01%
197
442
$21K ﹤0.01%
290
443
$21K ﹤0.01%
269
444
$21K ﹤0.01%
360
445
$21K ﹤0.01%
1,722
-45
446
$20K ﹤0.01%
900
447
$20K ﹤0.01%
2,500
448
$20K ﹤0.01%
173
449
$20K ﹤0.01%
93
-20
450
$20K ﹤0.01%
516
16 17
18
19 20