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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12K ﹤0.01%
150
502
$12K ﹤0.01%
1,500
-1,000
503
$12K ﹤0.01%
520
-30
504
$11K ﹤0.01%
+280
505
$11K ﹤0.01%
148
506
$11K ﹤0.01%
115
+10
507
$11K ﹤0.01%
29
508
$11K ﹤0.01%
179
-275
509
$11K ﹤0.01%
144
510
$11K ﹤0.01%
158
511
$11K ﹤0.01%
150
512
$11K ﹤0.01%
82
-2,080
513
$11K ﹤0.01%
500
514
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1,000
515
$11K ﹤0.01%
6
516
$11K ﹤0.01%
125
517
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33
518
$11K ﹤0.01%
1,000
519
$10K ﹤0.01%
129
520
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1,000
521
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1,000
522
$10K ﹤0.01%
180
523
$10K ﹤0.01%
70
+20
524
$10K ﹤0.01%
190
525
$10K ﹤0.01%
138
19 20
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