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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K ﹤0.01%
190
-10
452
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200
-55
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150
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200
455
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500
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90
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621
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$7K ﹤0.01%
500
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461
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31
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$7K ﹤0.01%
+87
463
$6K ﹤0.01%
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$6K ﹤0.01%
100
465
$6K ﹤0.01%
+250
466
$6K ﹤0.01%
200
467
$6K ﹤0.01%
1,309
468
$5K ﹤0.01%
206
469
$5K ﹤0.01%
99
470
$5K ﹤0.01%
25
-50
471
$4K ﹤0.01%
61
472
$4K ﹤0.01%
+45
473
$4K ﹤0.01%
+32
474
$4K ﹤0.01%
29
475
$4K ﹤0.01%
170
17 18
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20 21