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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$2.65M
3 +$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1 +$3.59M
2 +$2.96M
3 +$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$26.5K ﹤0.01%
500
477
$26.2K ﹤0.01%
300
478
$26.1K ﹤0.01%
133
479
$26K ﹤0.01%
400
-75
480
$25.8K ﹤0.01%
2,600
481
$25.7K ﹤0.01%
3,000
482
$25.5K ﹤0.01%
350
483
$25.5K ﹤0.01%
339
484
$25.5K ﹤0.01%
5,750
485
$25.4K ﹤0.01%
600
486
$25.3K ﹤0.01%
93
487
$25K ﹤0.01%
290
488
$24.9K ﹤0.01%
360
489
$24.9K ﹤0.01%
225
490
$24.8K ﹤0.01%
4,000
491
$24.3K ﹤0.01%
1,954
+4
492
$24.1K ﹤0.01%
1,683
493
$23.9K ﹤0.01%
150
494
$23.9K ﹤0.01%
81
495
$23.9K ﹤0.01%
1,850
+250
496
$23.4K ﹤0.01%
95
+21
497
$23K ﹤0.01%
498
498
$22.6K ﹤0.01%
130
499
$21.9K ﹤0.01%
500
500
$21.7K ﹤0.01%
635