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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K ﹤0.01%
1,604
527
$13.9K ﹤0.01%
115
528
$13.9K ﹤0.01%
364
+16
529
$13.9K ﹤0.01%
220
-925
530
$13.8K ﹤0.01%
448
+35
531
$13.7K ﹤0.01%
319
-180
532
$13.5K ﹤0.01%
80
533
$13.5K ﹤0.01%
200
534
$13.4K ﹤0.01%
100
535
$12K ﹤0.01%
500
536
$12K ﹤0.01%
58
537
$11.9K ﹤0.01%
400
538
$11.7K ﹤0.01%
171
539
$11.5K ﹤0.01%
132
-2,325
540
$11.5K ﹤0.01%
285
541
$11.5K ﹤0.01%
166
542
$11.3K ﹤0.01%
205
543
$11.3K ﹤0.01%
325
544
$11.3K ﹤0.01%
50
545
$11.1K ﹤0.01%
1,200
546
$11.1K ﹤0.01%
129
547
$11.1K ﹤0.01%
104
548
$11K ﹤0.01%
234
549
$10.7K ﹤0.01%
160
550
$10.5K ﹤0.01%
200
20 21
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