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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$32.5K ﹤0.01%
470
427
$32.1K ﹤0.01%
1,850
428
$32K ﹤0.01%
93
429
$32K ﹤0.01%
315
-462
430
$31.9K ﹤0.01%
95
+3
431
$31.8K ﹤0.01%
325
432
$31.8K ﹤0.01%
1,000
-425
433
$31.7K ﹤0.01%
220
434
$31.5K ﹤0.01%
335
-200
435
$31.4K ﹤0.01%
360
436
$31.1K ﹤0.01%
32
+1
437
$31K ﹤0.01%
135
438
$30.8K ﹤0.01%
1,160
439
$30.8K ﹤0.01%
200
440
$30.7K ﹤0.01%
1,415
441
$30.5K ﹤0.01%
800
442
$30.1K ﹤0.01%
290
443
$29.8K ﹤0.01%
143
-131
444
$29.1K ﹤0.01%
1,683
445
$29K ﹤0.01%
377
-250
446
$28.2K ﹤0.01%
211
-80
447
$27.7K ﹤0.01%
130
448
$27.6K ﹤0.01%
4,000
449
$27.1K ﹤0.01%
463
-75
450
$26.9K ﹤0.01%
296
-75
16 17
18
19 20