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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21.5K ﹤0.01%
400
477
$21.3K ﹤0.01%
100
478
$21.3K ﹤0.01%
109
-398
479
$21.2K ﹤0.01%
80
480
$21.1K ﹤0.01%
78
-37
481
$21.1K ﹤0.01%
635
482
$21K ﹤0.01%
63
+2
483
$21K ﹤0.01%
314
484
$20.8K ﹤0.01%
250
485
$20.6K ﹤0.01%
700
486
$20.5K ﹤0.01%
570
487
$20.5K ﹤0.01%
200
-266
488
$20.4K ﹤0.01%
150
489
$20.2K ﹤0.01%
200
-100
490
$20.1K ﹤0.01%
100
491
$20K ﹤0.01%
85
492
$20K ﹤0.01%
500
-1,500
493
$19.8K ﹤0.01%
2,706
494
$19.7K ﹤0.01%
300
495
$19.6K ﹤0.01%
100
496
$19.2K ﹤0.01%
+310
497
$18.9K ﹤0.01%
205
+4
498
$18.8K ﹤0.01%
350
499
$18.4K ﹤0.01%
215
500
$18.1K ﹤0.01%
1,363
+4
18 19
20
21 22