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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1 +$7M
2 +$6.07M
3 +$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1 +$8.63M
2 +$5.05M
3 +$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K ﹤0.01%
144
527
$9K ﹤0.01%
1,400
528
$8K ﹤0.01%
40
529
$8K ﹤0.01%
1,000
530
$8K ﹤0.01%
148
531
$8K ﹤0.01%
+120
532
$8K ﹤0.01%
220
533
$8K ﹤0.01%
158
534
$8K ﹤0.01%
33
535
$8K ﹤0.01%
145
536
$8K ﹤0.01%
125
537
$7K ﹤0.01%
72
538
$7K ﹤0.01%
110
539
$7K ﹤0.01%
73
540
$7K ﹤0.01%
148
541
$7K ﹤0.01%
65
542
$7K ﹤0.01%
150
543
$7K ﹤0.01%
90
544
$7K ﹤0.01%
227
545
$7K ﹤0.01%
65
546
$6K ﹤0.01%
280
547
$6K ﹤0.01%
148
548
$6K ﹤0.01%
200
549
$6K ﹤0.01%
150
550
$6K ﹤0.01%
101