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
26
$15.6M 1.06%
63,249
+2,862
27
$15.6M 1.06%
313,595
-5,845
28
$15.3M 1.04%
85,181
-1,076
29
$14.6M 1%
90,160
-3,322
30
$14.1M 0.96%
80,094
-17,347
31
$13.9M 0.95%
36,526
+578
32
$13.9M 0.94%
70,959
+827
33
$13.4M 0.91%
64,692
+1,088
34
$12.4M 0.85%
49,893
+1,495
35
$12.2M 0.83%
259,139
-2,414
36
$11.3M 0.77%
155,818
+1,571
37
$11M 0.75%
99,793
+4,811
38
$10.2M 0.7%
97,678
-1,533
39
$10.2M 0.69%
17,607
+1,874
40
$10.1M 0.69%
+194,950
41
$10.1M 0.69%
27,947
-548
42
$10M 0.68%
67,917
+4,116
43
$9.88M 0.67%
57,049
+991
44
$9.64M 0.66%
76,348
+4,219
45
$9.6M 0.65%
18,573
+922
46
$9.52M 0.65%
36,316
-115
47
$9.4M 0.64%
56,244
-16,787
48
$8.29M 0.56%
18,005
+1,816
49
$7.57M 0.52%
260,099
-10,567
50
$7.41M 0.51%
38,645
-500
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