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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13.6K ﹤0.01%
245
552
$13.3K ﹤0.01%
265
553
$13.3K ﹤0.01%
200
554
$13.2K ﹤0.01%
1,200
555
$13.1K ﹤0.01%
295
556
$13K ﹤0.01%
450
557
$12.9K ﹤0.01%
40
558
$12.9K ﹤0.01%
80
559
$12.9K ﹤0.01%
100
-65
560
$12.7K ﹤0.01%
120
561
$12K ﹤0.01%
78
562
$11.6K ﹤0.01%
200
563
$11.5K ﹤0.01%
100
564
$11.5K ﹤0.01%
700
565
$11.4K ﹤0.01%
30
566
$11.3K ﹤0.01%
70
567
$11.2K ﹤0.01%
150
568
$11.1K ﹤0.01%
50
569
$11K ﹤0.01%
370
570
$10.8K ﹤0.01%
250
571
$10.8K ﹤0.01%
65
572
$10.8K ﹤0.01%
1,000
573
$10.7K ﹤0.01%
104
574
$10.4K ﹤0.01%
232
575
$10.2K ﹤0.01%
400
-144
21 22
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24 25