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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10.4K ﹤0.01%
300
-75
552
$10.4K ﹤0.01%
125
553
$10.3K ﹤0.01%
110
554
$9.97K ﹤0.01%
100
555
$9.94K ﹤0.01%
+44
556
$9.93K ﹤0.01%
250
557
$9.82K ﹤0.01%
250
558
$9.68K ﹤0.01%
100
559
$9.65K ﹤0.01%
1,000
560
$9.59K ﹤0.01%
360
561
$9.39K ﹤0.01%
34
+1
562
$9.24K ﹤0.01%
50
563
$8.93K ﹤0.01%
475
-110
564
$8.76K ﹤0.01%
200
565
$8.57K ﹤0.01%
500
566
$8.51K ﹤0.01%
70
-200
567
$8.47K ﹤0.01%
220
568
$8.45K ﹤0.01%
500
569
$8.22K ﹤0.01%
200
570
$8.17K ﹤0.01%
166
-66
571
$7.75K ﹤0.01%
60
572
$7.63K ﹤0.01%
370
573
$7.35K ﹤0.01%
300
574
$7.34K ﹤0.01%
639
575
$7.26K ﹤0.01%
75
21 22
23
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