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
476
$20K ﹤0.01%
+300
477
$20K ﹤0.01%
465
-20
478
$20K ﹤0.01%
2,500
479
$20K ﹤0.01%
75
480
$20K ﹤0.01%
1,831
481
$19K ﹤0.01%
146
-207
482
$19K ﹤0.01%
+425
483
$19K ﹤0.01%
87
484
$19K ﹤0.01%
+184
485
$18K ﹤0.01%
544
486
$18K ﹤0.01%
76
487
$18K ﹤0.01%
200
488
$18K ﹤0.01%
74
489
$18K ﹤0.01%
231
-31
490
$17K ﹤0.01%
500
-500
491
$17K ﹤0.01%
124
492
$17K ﹤0.01%
70
-155
493
$17K ﹤0.01%
200
494
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230
495
$17K ﹤0.01%
40
496
$16K ﹤0.01%
1,400
497
$16K ﹤0.01%
+350
498
$16K ﹤0.01%
120
499
$16K ﹤0.01%
+425
500
$16K ﹤0.01%
221
+73
18 19
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