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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21K ﹤0.01%
1,000
452
$20K ﹤0.01%
333
453
$20K ﹤0.01%
135
-60
454
$20K ﹤0.01%
231
455
$20K ﹤0.01%
1,400
456
$20K ﹤0.01%
100
457
$20K ﹤0.01%
131
458
$19K ﹤0.01%
235
459
$19K ﹤0.01%
485
+68
460
$19K ﹤0.01%
283
-170
461
$19K ﹤0.01%
314
462
$19K ﹤0.01%
113
-2,946
463
$19K ﹤0.01%
544
464
$18K ﹤0.01%
251
465
$18K ﹤0.01%
600
466
$17K ﹤0.01%
97
467
$17K ﹤0.01%
350
468
$17K ﹤0.01%
200
469
$17K ﹤0.01%
66
+29
470
$17K ﹤0.01%
230
471
$16K ﹤0.01%
1,500
472
$16K ﹤0.01%
317
473
$16K ﹤0.01%
75
474
$16K ﹤0.01%
300
475
$15K ﹤0.01%
1,000
17 18
19
20 21