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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

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%
65
502
$1K ﹤0.01%
45
503
$1K ﹤0.01%
20
504
$1K ﹤0.01%
100
505
$1K ﹤0.01%
6
506
$1K ﹤0.01%
60
507
– –
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508
$0 ﹤0.01%
3
509
– –
-2,000
510
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511
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0
512
$0 ﹤0.01%
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-1
513
– –
-13,725
514
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516
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518
$0 ﹤0.01%
9
519
– –
-150
520
$0 ﹤0.01%
1
-1,178
521
– –
-1,856
522
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-865
523
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524
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525
– –
-150
18 19 20
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