BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.95M
3
+$5.08M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$955K

Top Sells

1
+$11M
2
+$5.05M
3
+$2.64M
4
GLD icon
SPDR Gold Trust
GLD
+$1.44M
5
AAPL icon
Apple
AAPL
+$944K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K ﹤0.01%
920
477
$15K ﹤0.01%
+200
478
$15K ﹤0.01%
200
479
$15K ﹤0.01%
309
-57
480
$15K ﹤0.01%
1,751
481
$15K ﹤0.01%
544
482
$14K ﹤0.01%
201
483
$14K ﹤0.01%
120
484
$14K ﹤0.01%
74
485
$14K ﹤0.01%
70
486
$14K ﹤0.01%
1,000
487
$14K ﹤0.01%
498
488
$14K ﹤0.01%
500
489
$13K ﹤0.01%
1,000
490
$13K ﹤0.01%
2,706
491
$13K ﹤0.01%
76
492
$13K ﹤0.01%
399
493
$13K ﹤0.01%
231
494
$13K ﹤0.01%
1,061
495
$13K ﹤0.01%
200
496
$12K ﹤0.01%
100
497
$12K ﹤0.01%
200
-150
498
$12K ﹤0.01%
355
499
$12K ﹤0.01%
85
500
$12K ﹤0.01%
2,500
18 19
20
21 22