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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$17.9K ﹤0.01%
+1,000
502
$17.8K ﹤0.01%
697
-406
503
$17.7K ﹤0.01%
309
504
$17.5K ﹤0.01%
400
505
$17.2K ﹤0.01%
450
506
$17.1K ﹤0.01%
647
+31
507
$16.6K ﹤0.01%
74
+1
508
$16.5K ﹤0.01%
52
-77
509
$16.4K ﹤0.01%
170
-1,686
510
$16.3K ﹤0.01%
258
511
$16.3K ﹤0.01%
230
512
$16.3K ﹤0.01%
+1,366
513
$16.2K ﹤0.01%
920
514
$16.2K ﹤0.01%
245
515
$15.8K ﹤0.01%
120
516
$15.7K ﹤0.01%
120
-686
517
$15.6K ﹤0.01%
2,500
518
$15.3K ﹤0.01%
338
519
$15K ﹤0.01%
500
520
$14.9K ﹤0.01%
30
521
$14.8K ﹤0.01%
100
522
$14.7K ﹤0.01%
700
523
$14.6K ﹤0.01%
75
524
$14.6K ﹤0.01%
300
525
$14.1K ﹤0.01%
31
-39
19 20
21
22 23