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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$44.5K ﹤0.01%
1,659
427
$44.2K ﹤0.01%
220
428
$43.8K ﹤0.01%
179
-55
429
$43.7K ﹤0.01%
1,000
430
$43.5K ﹤0.01%
155
431
$42.3K ﹤0.01%
950
432
$41.8K ﹤0.01%
229
-52
433
$41.7K ﹤0.01%
750
434
$41.6K ﹤0.01%
2,000
435
$41.5K ﹤0.01%
3,000
436
$41.1K ﹤0.01%
5,502
437
$41K ﹤0.01%
1,425
438
$40.5K ﹤0.01%
580
-80
439
$40.3K ﹤0.01%
1,415
440
$40K ﹤0.01%
2,000
441
$39.9K ﹤0.01%
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442
$39.5K ﹤0.01%
1,000
443
$39.3K ﹤0.01%
1,000
444
$39.3K ﹤0.01%
800
445
$38.9K ﹤0.01%
272
446
$38.6K ﹤0.01%
300
447
$38.6K ﹤0.01%
1,050
448
$38.4K ﹤0.01%
655
449
$38.1K ﹤0.01%
2,000
450
$37.9K ﹤0.01%
466
-86
16 17
18
19 20