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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$25K ﹤0.01%
197
452
$25K ﹤0.01%
395
453
$25K ﹤0.01%
350
454
$25K ﹤0.01%
330
-27
455
$25K ﹤0.01%
560
456
$25K ﹤0.01%
498
457
$24K ﹤0.01%
269
-195
458
$24K ﹤0.01%
920
459
$24K ﹤0.01%
+1,767
460
$24K ﹤0.01%
97
461
$24K ﹤0.01%
650
462
$24K ﹤0.01%
366
+57
463
$23K ﹤0.01%
817
464
$23K ﹤0.01%
+300
465
$23K ﹤0.01%
+115
466
$23K ﹤0.01%
350
467
$23K ﹤0.01%
33
468
$22K ﹤0.01%
240
469
$22K ﹤0.01%
287
470
$22K ﹤0.01%
900
-400
471
$22K ﹤0.01%
621
472
$21K ﹤0.01%
65
+16
473
$21K ﹤0.01%
273
-103
474
$21K ﹤0.01%
200
475
$21K ﹤0.01%
+283
17 18
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