BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$682M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.55M
3
+$3.24M
4
GLD icon
SPDR Gold Trust
GLD
+$1.46M
5
INTC icon
Intel
INTC
+$1.28M

Top Sells

1
+$7.12M
2
+$3.11M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$760K
5
BX icon
Blackstone
BX
+$699K

Sector Composition

1 Technology 16.77%
2 Healthcare 15.32%
3 Financials 15.13%
4 Consumer Discretionary 9.33%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
48
562
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564
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$0 ﹤0.01%
1
566
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567
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-2,000
568
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-2,500
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