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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.13M
3
+$952K
4
CSCO icon
Cisco
CSCO
+$695K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$654K

Top Sells

1
+$7.47M
2
+$2.41M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.39M
5
PYPL icon
PayPal
PYPL
+$1.32M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
100
502
$1K ﹤0.01%
20
503
$1K ﹤0.01%
45
504
$1K ﹤0.01%
65
505
$1K ﹤0.01%
35
506
$1K ﹤0.01%
30
507
– –
-2
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$0 ﹤0.01%
12
509
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512
$0 ﹤0.01%
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514
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-93
519
$0 ﹤0.01%
3
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525
$0 ﹤0.01%
1
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