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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$63.6K ﹤0.01%
2,500
502
$63.2K ﹤0.01%
1,200
503
$63.1K ﹤0.01%
+12,083
504
$62.5K ﹤0.01%
1,295
505
$62.1K ﹤0.01%
+1,815
506
$61.9K ﹤0.01%
1,420
507
$61.5K ﹤0.01%
475
508
$61.4K ﹤0.01%
304
+231
509
$61.1K ﹤0.01%
2,605
-1,150
510
$60.7K ﹤0.01%
4,324
511
$60.6K ﹤0.01%
1,000
512
$59.9K ﹤0.01%
3,000
513
$59.7K ﹤0.01%
+1,835
514
$59.5K ﹤0.01%
5,896
515
$59K ﹤0.01%
362
+135
516
$58.9K ﹤0.01%
339
+25
517
$58.8K ﹤0.01%
1,288
518
$58.2K ﹤0.01%
+8,499
519
$58.1K ﹤0.01%
1,680
520
$57.7K ﹤0.01%
+1,608
521
$57.5K ﹤0.01%
28
-4
522
$57.2K ﹤0.01%
425
523
$57.1K ﹤0.01%
422
+62
524
$56.8K ﹤0.01%
837
525
$56.6K ﹤0.01%
2,176
-100
19 20
21
22 23