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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$37.6K ﹤0.01%
1,000
452
$37.1K ﹤0.01%
101
-14
453
$37K ﹤0.01%
5,000
454
$36.9K ﹤0.01%
201
455
$36.9K ﹤0.01%
2,150
456
$36.8K ﹤0.01%
80
457
$36.6K ﹤0.01%
2,592
458
$36.6K ﹤0.01%
2,094
-1,695
459
$36.5K ﹤0.01%
129
460
$36.2K ﹤0.01%
470
-77
461
$36K ﹤0.01%
534
462
$34.1K ﹤0.01%
85
463
$33.7K ﹤0.01%
175
-20
464
$33.7K ﹤0.01%
400
465
$33.5K ﹤0.01%
146
466
$32.7K ﹤0.01%
300
-500
467
$32.7K ﹤0.01%
700
468
$32.5K ﹤0.01%
600
469
$32.4K ﹤0.01%
300
470
$32.4K ﹤0.01%
961
471
$32.3K ﹤0.01%
1,231
472
$32.2K ﹤0.01%
750
473
$32K ﹤0.01%
2,035
474
$31.9K ﹤0.01%
379
475
$31.9K ﹤0.01%
70
17 18
19
20 21