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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$39.1K ﹤0.01%
291
+19
427
$38.8K ﹤0.01%
1,647
428
$38.3K ﹤0.01%
87
-14
429
$37.5K ﹤0.01%
2,150
430
$37.4K ﹤0.01%
466
431
$37.4K ﹤0.01%
1,000
432
$37.3K ﹤0.01%
2,000
433
$37.2K ﹤0.01%
85
434
$36.4K ﹤0.01%
175
435
$36.4K ﹤0.01%
500
+450
436
$36.1K ﹤0.01%
531
-86
437
$35.4K ﹤0.01%
5,000
438
$35.3K ﹤0.01%
2,094
439
$35.3K ﹤0.01%
950
-800
440
$35.2K ﹤0.01%
1,425
441
$34.7K ﹤0.01%
129
442
$34.4K ﹤0.01%
470
443
$34.4K ﹤0.01%
534
444
$34K ﹤0.01%
2,000
445
$33.4K ﹤0.01%
750
446
$33.4K ﹤0.01%
300
447
$33K ﹤0.01%
655
448
$32.6K ﹤0.01%
400
449
$32.2K ﹤0.01%
425
450
$31.7K ﹤0.01%
600
16 17
18
19 20