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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21.4K ﹤0.01%
425
452
$21.4K ﹤0.01%
205
-6
453
$21.3K ﹤0.01%
200
454
$21.1K ﹤0.01%
100
455
$20.9K ﹤0.01%
3,000
456
$20.8K ﹤0.01%
+500
457
$20.6K ﹤0.01%
92
+7
458
$20.5K ﹤0.01%
116
+7
459
$20.4K ﹤0.01%
400
460
$20.1K ﹤0.01%
1,875
461
$20.1K ﹤0.01%
104
+5
462
$20K ﹤0.01%
200
463
$19.9K ﹤0.01%
470
464
$19.6K ﹤0.01%
42
+11
465
$19.5K ﹤0.01%
350
466
$19.4K ﹤0.01%
164
-250
467
$19.3K ﹤0.01%
670
+23
468
$19K ﹤0.01%
346
+37
469
$18.6K ﹤0.01%
271
-6,504
470
$18.4K ﹤0.01%
83
+3
471
$18.3K ﹤0.01%
817
472
$18.2K ﹤0.01%
1,412
+46
473
$18.2K ﹤0.01%
800
474
$18.2K ﹤0.01%
400
475
$18K ﹤0.01%
80
17 18
19
20 21