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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$26.3K ﹤0.01%
170
452
$26K ﹤0.01%
100
453
$26K ﹤0.01%
400
454
$25.9K ﹤0.01%
432
-309
455
$25.6K ﹤0.01%
125
-25
456
$25.6K ﹤0.01%
176
457
$25.3K ﹤0.01%
600
-50
458
$25.1K ﹤0.01%
63
459
$24.9K ﹤0.01%
388
460
$24.4K ﹤0.01%
1,745
461
$24.3K ﹤0.01%
498
462
$23.9K ﹤0.01%
50
-20
463
$23.9K ﹤0.01%
3,000
464
$23.8K ﹤0.01%
800
465
$23.7K ﹤0.01%
136
466
$23.5K ﹤0.01%
400
467
$23.3K ﹤0.01%
500
468
$23.2K ﹤0.01%
320
469
$23K ﹤0.01%
55
470
$23K ﹤0.01%
817
471
$22.7K ﹤0.01%
50
-35
472
$22.5K ﹤0.01%
293
-46
473
$22.2K ﹤0.01%
800
-100
474
$22.2K ﹤0.01%
425
475
$21.6K ﹤0.01%
99
+2
17 18
19
20 21