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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$31.5K ﹤0.01%
2,035
452
$31.5K ﹤0.01%
1,415
453
$31.3K ﹤0.01%
1,700
454
$31.3K ﹤0.01%
146
455
$31.2K ﹤0.01%
1,231
456
$31K ﹤0.01%
300
457
$30.9K ﹤0.01%
700
458
$30.9K ﹤0.01%
225
459
$30.8K ﹤0.01%
70
460
$30.6K ﹤0.01%
229
461
$30.6K ﹤0.01%
300
462
$30.6K ﹤0.01%
325
463
$30.5K ﹤0.01%
135
464
$30.4K ﹤0.01%
330
465
$30.2K ﹤0.01%
4,000
466
$29.3K ﹤0.01%
1,160
467
$29.3K ﹤0.01%
200
468
$29K ﹤0.01%
650
469
$28.6K ﹤0.01%
70
-10
470
$28.6K ﹤0.01%
750
471
$28.5K ﹤0.01%
379
472
$28.2K ﹤0.01%
309
473
$27.8K ﹤0.01%
400
474
$27.2K ﹤0.01%
171
-190
475
$26.9K ﹤0.01%
445
17 18
19
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