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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$89.3K 0.01%
500
427
$88.2K 0.01%
+300
428
$88K 0.01%
305
+120
429
$87.6K 0.01%
5,958
+18
430
$87.5K 0.01%
5,991
+2,991
431
$87.3K 0.01%
725
432
$87K 0.01%
1,534
+1,481
433
$86.7K 0.01%
834
+259
434
$86.7K 0.01%
+2,488
435
$86K 0.01%
2,200
-300
436
$85.2K 0.01%
+21,949
437
$85.1K 0.01%
7,500
438
$83.3K 0.01%
2,700
439
$82.6K 0.01%
344
+64
440
$82.4K 0.01%
+89
441
$81.8K 0.01%
396
+95
442
$81.6K 0.01%
5,980
+4,568
443
$81.4K 0.01%
971
+337
444
$81K 0.01%
778
+14
445
$80.9K 0.01%
+308
446
$80.4K 0.01%
15,772
+15,124
447
$80.4K 0.01%
+217
448
$80.3K 0.01%
4,000
449
$79.8K 0.01%
+758
450
$78.4K 0.01%
+337
16 17
18
19 20