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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21K ﹤0.01%
350
452
$20K ﹤0.01%
30
+4
453
$20K ﹤0.01%
544
454
$19K ﹤0.01%
50
455
$19K ﹤0.01%
2,500
456
$18K ﹤0.01%
485
457
$18K ﹤0.01%
230
458
$18K ﹤0.01%
251
459
$18K ﹤0.01%
120
-61
460
$18K ﹤0.01%
200
461
$18K ﹤0.01%
76
+8
462
$17K ﹤0.01%
124
463
$17K ﹤0.01%
1,400
464
$16K ﹤0.01%
90
465
$16K ﹤0.01%
100
466
$16K ﹤0.01%
75
467
$16K ﹤0.01%
112
468
$16K ﹤0.01%
550
469
$15K ﹤0.01%
49
+7
470
$15K ﹤0.01%
317
471
$15K ﹤0.01%
205
472
$15K ﹤0.01%
158
473
$15K ﹤0.01%
200
474
$15K ﹤0.01%
300
475
$15K ﹤0.01%
265
+200
17 18
19
20 21