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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K ﹤0.01%
112
-3
552
$9K ﹤0.01%
220
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190
554
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555
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1,000
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558
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566
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567
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507
+301
569
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65
570
$6K ﹤0.01%
78
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66
572
$6K ﹤0.01%
321
+180
573
$6K ﹤0.01%
+204
574
$6K ﹤0.01%
59
575
$6K ﹤0.01%
+51
21 22
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