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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$21.4K ﹤0.01%
631
527
$21.4K ﹤0.01%
500
528
$21.3K ﹤0.01%
1,697
-166
529
$21K ﹤0.01%
225
530
$20.9K ﹤0.01%
1,600
531
$20.5K ﹤0.01%
250
532
$20.5K ﹤0.01%
100
533
$19.8K ﹤0.01%
900
534
$19.7K ﹤0.01%
240
535
$19.7K ﹤0.01%
314
-350
536
$19.6K ﹤0.01%
295
537
$19.6K ﹤0.01%
300
538
$19.4K ﹤0.01%
300
539
$19.3K ﹤0.01%
115
540
$19.2K ﹤0.01%
1,928
-107
541
$19.1K ﹤0.01%
425
542
$19.1K ﹤0.01%
400
543
$18.5K ﹤0.01%
74
544
$18.4K ﹤0.01%
+200
545
$18.3K ﹤0.01%
124
546
$18.3K ﹤0.01%
215
-16
547
$18.3K ﹤0.01%
400
548
$18.2K ﹤0.01%
309
549
$18.1K ﹤0.01%
450
550
$17.6K ﹤0.01%
600
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