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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$69.8K ﹤0.01%
1,980
477
$69.8K ﹤0.01%
8,000
478
$69.7K ﹤0.01%
+804
479
$68.7K ﹤0.01%
+527
480
$68.5K ﹤0.01%
5,000
481
$68.4K ﹤0.01%
773
482
$68.1K ﹤0.01%
+467
483
$67.5K ﹤0.01%
23,672
-1,685
484
$67K ﹤0.01%
2,268
-1,182
485
$66.6K ﹤0.01%
1,928
+123
486
$66.2K ﹤0.01%
2,315
487
$66.1K ﹤0.01%
238
+178
488
$65.9K ﹤0.01%
+390
489
$65.8K ﹤0.01%
390
+10
490
$65.8K ﹤0.01%
385
-98
491
$65.6K ﹤0.01%
2,856
-76
492
$65.6K ﹤0.01%
+2,089
493
$65.6K ﹤0.01%
1,200
-20
494
$65.2K ﹤0.01%
583
+3
495
$64.8K ﹤0.01%
2,390
496
$64.3K ﹤0.01%
+5,930
497
$63.8K ﹤0.01%
+411
498
$63.8K ﹤0.01%
+553
499
$63.7K ﹤0.01%
649
500
$63.7K ﹤0.01%
600
-200
18 19
20
21 22