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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$26.2K ﹤0.01%
230
502
$26.2K ﹤0.01%
1,033
503
$25.8K ﹤0.01%
360
-145
504
$25.6K ﹤0.01%
339
505
$25.6K ﹤0.01%
2,600
506
$25.4K ﹤0.01%
130
507
$25.4K ﹤0.01%
635
508
$25.1K ﹤0.01%
1,683
509
$25K ﹤0.01%
498
510
$25K ﹤0.01%
100
511
$24.9K ﹤0.01%
600
512
$24.9K ﹤0.01%
1,197
-181
513
$24.8K ﹤0.01%
309
514
$24.6K ﹤0.01%
+300
515
$24.4K ﹤0.01%
150
516
$24.3K ﹤0.01%
475
517
$23.3K ﹤0.01%
3,000
518
$22.9K ﹤0.01%
500
519
$22.6K ﹤0.01%
2,706
520
$22.4K ﹤0.01%
65
521
$21.9K ﹤0.01%
165
-105
522
$21.8K ﹤0.01%
817
523
$21.8K ﹤0.01%
400
524
$21.6K ﹤0.01%
+176
525
$21.5K ﹤0.01%
63
19 20
21
22 23