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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1 +$7M
2 +$6.07M
3 +$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1 +$8.63M
2 +$5.05M
3 +$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

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%
500
483
$14K ﹤0.01%
498
484
$14K ﹤0.01%
1,000
485
$14K ﹤0.01%
70
486
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74
487
$14K ﹤0.01%
120
488
$14K ﹤0.01%
201
489
$13K ﹤0.01%
399
490
$13K ﹤0.01%
76
491
$13K ﹤0.01%
2,706
492
$13K ﹤0.01%
1,000
493
$13K ﹤0.01%
200
494
$13K ﹤0.01%
1,061
495
$13K ﹤0.01%
231
496
$12K ﹤0.01%
514
497
$12K ﹤0.01%
132
498
$12K ﹤0.01%
170
499
$12K ﹤0.01%
+70
500
$12K ﹤0.01%
2,500