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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$8.33M
3 +$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1 +$7.34M
2 +$7.22M
3 +$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$16.6K ﹤0.01%
245
552
$16.4K ﹤0.01%
100
553
$16.4K ﹤0.01%
73
554
$16.4K ﹤0.01%
43
555
$16.3K ﹤0.01%
920
556
$16.2K ﹤0.01%
300
557
$16.1K ﹤0.01%
200
558
$15.9K ﹤0.01%
375
-25
559
$15.9K ﹤0.01%
85
560
$15.8K ﹤0.01%
70
561
$15.6K ﹤0.01%
350
562
$15.6K ﹤0.01%
1,000
563
$15.5K ﹤0.01%
230
564
$15.2K ﹤0.01%
700
565
$15.2K ﹤0.01%
80
566
$15.1K ﹤0.01%
653
567
$14.6K ﹤0.01%
100
568
$14.3K ﹤0.01%
150
-50
569
$14K ﹤0.01%
120
570
$13.9K ﹤0.01%
1,200
571
$13.8K ﹤0.01%
265
572
$13.4K ﹤0.01%
187
573
$13.3K ﹤0.01%
585
574
$13.2K ﹤0.01%
177
575
$13.2K ﹤0.01%
370