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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K ﹤0.01%
+372
527
$12K ﹤0.01%
760
528
$12K ﹤0.01%
125
529
$12K ﹤0.01%
399
-151
530
$11K ﹤0.01%
+320
531
$11K ﹤0.01%
+93
532
$11K ﹤0.01%
+350
533
$11K ﹤0.01%
1,000
534
$11K ﹤0.01%
144
535
$11K ﹤0.01%
35
536
$11K ﹤0.01%
33
537
$11K ﹤0.01%
514
-6
538
$10K ﹤0.01%
73
+3
539
$10K ﹤0.01%
150
-55
540
$10K ﹤0.01%
189
+13
541
$10K ﹤0.01%
125
542
$10K ﹤0.01%
227
+5
543
$10K ﹤0.01%
43
+20
544
$10K ﹤0.01%
+500
545
$10K ﹤0.01%
1,000
546
$9K ﹤0.01%
500
547
$9K ﹤0.01%
280
548
$9K ﹤0.01%
110
549
$9K ﹤0.01%
30
550
$9K ﹤0.01%
+65
20 21
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