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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$78.2K 0.01%
+800
452
$77.2K 0.01%
1,000
453
$76.9K 0.01%
1,047
454
$76.8K 0.01%
1,560
+407
455
$76.1K 0.01%
730
+363
456
$76K 0.01%
240
-44
457
$75.8K 0.01%
+2,108
458
$75.7K 0.01%
296
-164
459
$75K 0.01%
+1,483
460
$74.6K 0.01%
547
-64
461
$74.3K 0.01%
910
462
$73.9K 0.01%
389
+83
463
$73.8K 0.01%
4,500
464
$73.3K 0.01%
1,190
465
$73.2K 0.01%
7,000
466
$73.2K 0.01%
850
467
$72.8K 0.01%
+521
468
$71.8K ﹤0.01%
2,679
469
$71.6K ﹤0.01%
1,500
-3,500
470
$71.1K ﹤0.01%
3,000
471
$70.8K ﹤0.01%
775
-314
472
$70.8K ﹤0.01%
+3,397
473
$70.7K ﹤0.01%
+337
474
$70.6K ﹤0.01%
+1,117
475
$70.4K ﹤0.01%
+297
17 18
19
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