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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$20K ﹤0.01%
650
-503
452
$19K ﹤0.01%
350
453
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283
454
$18K ﹤0.01%
817
455
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240
456
$18K ﹤0.01%
560
457
$18K ﹤0.01%
635
458
$18K ﹤0.01%
+1,000
459
$17K ﹤0.01%
65
460
$17K ﹤0.01%
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461
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600
-50
462
$17K ﹤0.01%
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463
$16K ﹤0.01%
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$16K ﹤0.01%
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465
$16K ﹤0.01%
71
-26
466
$16K ﹤0.01%
400
467
$16K ﹤0.01%
295
468
$15K ﹤0.01%
111
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469
$15K ﹤0.01%
465
470
$15K ﹤0.01%
375
-590
471
$15K ﹤0.01%
42
+12
472
$15K ﹤0.01%
112
473
$15K ﹤0.01%
243
474
$15K ﹤0.01%
648
475
$15K ﹤0.01%
200
17 18
19
20 21