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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.56M 1.41%
75,438
-1,450
27
$9.04M 1.33%
311,583
-1,505
28
$8.78M 1.29%
47,497
+150
29
$8.4M 1.24%
153,411
+12,579
30
$8.13M 1.2%
40,012
-468
31
$7.93M 1.17%
85,094
-2,858
32
$7.16M 1.06%
41,011
-388
33
$7.12M 1.05%
342,375
-12,660
34
$6.74M 0.99%
18,532
-146
35
$6.67M 0.98%
104,277
-460
36
$6.66M 0.98%
111,391
-1,000
37
$6.49M 0.96%
57,187
-385
38
$6.1M 0.9%
78,754
-5,716
39
$5.93M 0.87%
20,109
+456
40
$5.34M 0.79%
69,691
-12,767
41
$5.27M 0.78%
39,575
-3,978
42
$5.25M 0.77%
37,694
-2,035
43
$5.24M 0.77%
64,773
-1,512
44
$5.22M 0.77%
45,207
+900
45
$4.96M 0.73%
36,151
-2,229
46
$4.76M 0.7%
56,903
-1,731
47
$4.75M 0.7%
112,365
+8,220
48
$4.44M 0.65%
59,454
-280
49
$4.12M 0.61%
76,140
-15,060
50
$3.86M 0.57%
63,213
-1,265
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