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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21.6K ﹤0.01%
2,706
502
$21.6K ﹤0.01%
650
-311
503
$21.2K ﹤0.01%
176
504
$21.2K ﹤0.01%
230
505
$20.7K ﹤0.01%
400
506
$20.7K ﹤0.01%
100
507
$20.6K ﹤0.01%
631
508
$20.4K ﹤0.01%
800
-233
509
$20.1K ﹤0.01%
817
510
$20K ﹤0.01%
100
511
$19.8K ﹤0.01%
61
-4
512
$19.7K ﹤0.01%
400
513
$19.4K ﹤0.01%
225
514
$19.4K ﹤0.01%
240
515
$19.3K ﹤0.01%
250
516
$19.3K ﹤0.01%
215
517
$19K ﹤0.01%
1,094
-103
518
$19K ﹤0.01%
900
519
$18.7K ﹤0.01%
1,899
-29
520
$18.4K ﹤0.01%
1,697
521
$18.4K ﹤0.01%
63
522
$18.3K ﹤0.01%
500
523
$18.3K ﹤0.01%
425
524
$18.2K ﹤0.01%
31
-340
525
$17.9K ﹤0.01%
400
19 20
21
22 23