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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$15K ﹤0.01%
300
502
$15K ﹤0.01%
2,500
503
$15K ﹤0.01%
35
504
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100
505
$15K ﹤0.01%
258
+7
506
$15K ﹤0.01%
245
+75
507
$15K ﹤0.01%
+1,061
508
$14K ﹤0.01%
1,000
509
$14K ﹤0.01%
90
510
$14K ﹤0.01%
317
511
$14K ﹤0.01%
265
512
$13K ﹤0.01%
129
513
$13K ﹤0.01%
200
-133
514
$13K ﹤0.01%
+109
515
$13K ﹤0.01%
120
516
$13K ﹤0.01%
85
517
$13K ﹤0.01%
400
518
$13K ﹤0.01%
+170
519
$13K ﹤0.01%
1,500
520
$13K ﹤0.01%
175
521
$12K ﹤0.01%
193
+46
522
$12K ﹤0.01%
96
523
$12K ﹤0.01%
158
524
$12K ﹤0.01%
+270
525
$12K ﹤0.01%
138
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