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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$11.3K ﹤0.01%
129
527
$11.3K ﹤0.01%
234
528
$11.2K ﹤0.01%
36
-16
529
$11K ﹤0.01%
325
530
$11K ﹤0.01%
140
+8
531
$11K ﹤0.01%
+73
532
$11K ﹤0.01%
285
533
$10.7K ﹤0.01%
86
+16
534
$10.7K ﹤0.01%
370
535
$10.6K ﹤0.01%
639
536
$10.5K ﹤0.01%
+99
537
$10.5K ﹤0.01%
250
538
$10.5K ﹤0.01%
247
+47
539
$10.3K ﹤0.01%
171
540
$10.2K ﹤0.01%
150
-150
541
$10K ﹤0.01%
50
542
$9.87K ﹤0.01%
110
543
$9.83K ﹤0.01%
475
544
$9.79K ﹤0.01%
125
545
$9.79K ﹤0.01%
140
-1,000
546
$9.77K ﹤0.01%
1,000
547
$9.54K ﹤0.01%
250
548
$9.32K ﹤0.01%
93
-77
549
$9.29K ﹤0.01%
360
550
$8.88K ﹤0.01%
164
+96
20 21
22
23 24