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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K ﹤0.01%
245
477
$17.9K ﹤0.01%
2,706
478
$17.8K ﹤0.01%
215
479
$17.8K ﹤0.01%
697
480
$17.7K ﹤0.01%
300
-132
481
$17.7K ﹤0.01%
800
482
$17.7K ﹤0.01%
573
-427
483
$17.4K ﹤0.01%
1,385
+22
484
$17.2K ﹤0.01%
73
+15
485
$17.1K ﹤0.01%
78
+4
486
$17.1K ﹤0.01%
1,415
487
$16.7K ﹤0.01%
450
488
$16.4K ﹤0.01%
920
489
$16.3K ﹤0.01%
310
490
$16K ﹤0.01%
+762
491
$16K ﹤0.01%
230
492
$15.9K ﹤0.01%
700
493
$15.8K ﹤0.01%
120
494
$15.8K ﹤0.01%
635
495
$15.7K ﹤0.01%
59
-19
496
$15.6K ﹤0.01%
570
497
$15.6K ﹤0.01%
53
-10
498
$15.5K ﹤0.01%
30
499
$15.4K ﹤0.01%
500
500
$15.4K ﹤0.01%
120
18 19
20
21 22