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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.31%
111,573
-1,196
27
$11.4M 1.21%
70,826
+23,047
28
$11.3M 1.19%
64,481
+825
29
$10.9M 1.15%
23,854
-29
30
$10.6M 1.12%
54,521
+2,465
31
$9.56M 1.01%
80,623
+487
32
$8.42M 0.89%
60,300
+2,420
33
$8.28M 0.88%
97,074
-391
34
$8.07M 0.86%
59,210
+6,602
35
$7.9M 0.84%
17,409
-9
36
$7.32M 0.78%
319,421
-92
37
$6.86M 0.73%
166,352
+12,970
38
$6.85M 0.73%
38,964
+2,410
39
$6.79M 0.72%
24,947
+3,486
40
$6.73M 0.71%
260,879
+112
41
$6.47M 0.69%
12,871
+768
42
$6.39M 0.68%
36,036
+1,045
43
$6.21M 0.66%
+60,259
44
$6.19M 0.66%
48,247
+5,709
45
$4.56M 0.48%
27,598
-4,399
46
$3.28M 0.35%
39,660
+115
47
$3.14M 0.33%
19,284
+866
48
$2.9M 0.31%
8,229
+805
49
$2.9M 0.31%
8,154
-13
50
$2.85M 0.3%
6,318
+262
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