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
476
$4K ﹤0.01%
170
477
$4K ﹤0.01%
29
478
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+32
479
$4K ﹤0.01%
+45
480
$4K ﹤0.01%
61
481
$3K ﹤0.01%
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482
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100
483
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33
-50
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55
-743
485
$3K ﹤0.01%
+267
486
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200
487
$3K ﹤0.01%
147
488
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+120
489
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225
490
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44
491
$3K ﹤0.01%
636
492
$2K ﹤0.01%
+40
493
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800
494
$2K ﹤0.01%
45
495
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496
$1K ﹤0.01%
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497
$1K ﹤0.01%
6
498
$1K ﹤0.01%
100
499
$1K ﹤0.01%
20
500
$1K ﹤0.01%
45
18 19
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