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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$56.6K ﹤0.01%
761
527
$56.4K ﹤0.01%
295
528
$56.4K ﹤0.01%
+14,000
529
$56.2K ﹤0.01%
950
530
$56.1K ﹤0.01%
1,600
531
$56.1K ﹤0.01%
3,110
+1,110
532
$55.7K ﹤0.01%
642
+623
533
$55.3K ﹤0.01%
860
534
$54.9K ﹤0.01%
1,190
535
$54.1K ﹤0.01%
+90
536
$53.8K ﹤0.01%
150
+15
537
$53.7K ﹤0.01%
1,666
+7
538
$53.3K ﹤0.01%
2,875
539
$52.7K ﹤0.01%
1,231
540
$52.7K ﹤0.01%
+639
541
$52.6K ﹤0.01%
107
+44
542
$52.4K ﹤0.01%
477
+458
543
$52.4K ﹤0.01%
+347
544
$52.3K ﹤0.01%
1,245
+445
545
$52.3K ﹤0.01%
+6,208
546
$52K ﹤0.01%
1,100
547
$51.8K ﹤0.01%
718
+578
548
$51.6K ﹤0.01%
+4,000
549
$51.1K ﹤0.01%
101
+93
550
$50.8K ﹤0.01%
640
20 21
22
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