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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.13M
3
+$952K
4
CSCO icon
Cisco
CSCO
+$695K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$654K

Top Sells

1
+$7.47M
2
+$2.41M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.39M
5
PYPL icon
PayPal
PYPL
+$1.32M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-150
527
$0 ﹤0.01%
9
528
– –
-4,721
529
– –
-4
530
– –
-4,729
531
– –
-50
532
– –
-13,725
533
$0 ﹤0.01%
11
-1
534
– –
0
535
– –
-600
536
– –
-2,000
537
$0 ﹤0.01%
3
538
– –
-500
539
– –
-100
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22