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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K ﹤0.01%
335
-1,000
477
$15K ﹤0.01%
26
478
$15K ﹤0.01%
124
479
$15K ﹤0.01%
337
480
$15K ﹤0.01%
112
481
$15K ﹤0.01%
1,500
482
$14K ﹤0.01%
121
-181
483
$14K ﹤0.01%
90
484
$14K ﹤0.01%
202
485
$14K ﹤0.01%
345
-120
486
$14K ﹤0.01%
200
487
$14K ﹤0.01%
300
488
$14K ﹤0.01%
68
489
$14K ﹤0.01%
75
490
$14K ﹤0.01%
550
-70
491
$13K ﹤0.01%
100
492
$13K ﹤0.01%
120
493
$13K ﹤0.01%
50
494
$13K ﹤0.01%
760
495
$13K ﹤0.01%
400
496
$12K ﹤0.01%
112
-4,300
497
$12K ﹤0.01%
42
498
$12K ﹤0.01%
205
-45
499
$12K ﹤0.01%
61
500
$12K ﹤0.01%
85
18 19
20
21 22