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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.39M
3
+$4.79M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.73M
5
EOG icon
EOG Resources
EOG
+$2.78M

Top Sells

1
+$7.3M
2
+$6.65M
3
+$2.43M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$2.35M
5
NVDA icon
NVIDIA
NVDA
+$2.04M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$31.9K ﹤0.01%
2,081
477
$31.8K ﹤0.01%
325
478
$31.8K ﹤0.01%
300
479
$31.8K ﹤0.01%
330
480
$31K ﹤0.01%
425
481
$30.8K ﹤0.01%
1,160
482
$30.6K ﹤0.01%
200
483
$30.3K ﹤0.01%
650
484
$30.2K ﹤0.01%
350
-100
485
$29.8K ﹤0.01%
135
486
$29.7K ﹤0.01%
225
-430
487
$29.7K ﹤0.01%
400
488
$29.5K ﹤0.01%
1,950
+200
489
$29.3K ﹤0.01%
500
490
$28.8K ﹤0.01%
4,000
491
$28.8K ﹤0.01%
225
492
$28.8K ﹤0.01%
5,750
493
$28.7K ﹤0.01%
300
494
$28K ﹤0.01%
133
495
$27.9K ﹤0.01%
475
+400
496
$27.7K ﹤0.01%
290
497
$27.3K ﹤0.01%
500
498
$26.7K ﹤0.01%
2,500
499
$26.3K ﹤0.01%
81
500
$26.3K ﹤0.01%
93
18 19
20
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