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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$2.65M
3 +$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1 +$3.59M
2 +$2.96M
3 +$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$17.9K ﹤0.01%
314
527
$17.7K ﹤0.01%
300
528
$17.5K ﹤0.01%
47
+4
529
$17.4K ﹤0.01%
309
530
$17.1K ﹤0.01%
920
531
$16.8K ﹤0.01%
85
532
$16.7K ﹤0.01%
100
533
$16.4K ﹤0.01%
300
534
$16.1K ﹤0.01%
300
535
$16K ﹤0.01%
201
+24
536
$16K ﹤0.01%
73
537
$16K ﹤0.01%
375
-100
538
$15.3K ﹤0.01%
1,000
539
$15.2K ﹤0.01%
124
540
$15.2K ﹤0.01%
350
541
$15.1K ﹤0.01%
653
542
$15K ﹤0.01%
100
543
$15K ﹤0.01%
230
544
$14.8K ﹤0.01%
500
545
$14.7K ﹤0.01%
320
546
$14.6K ﹤0.01%
585
547
$14.2K ﹤0.01%
70
548
$14K ﹤0.01%
187
549
$14K ﹤0.01%
2,500
550
$13.8K ﹤0.01%
115