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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8.86K ﹤0.01%
400
552
$8.49K ﹤0.01%
500
553
$8.49K ﹤0.01%
62
-868
554
$8.35K ﹤0.01%
220
555
$8.21K ﹤0.01%
500
556
$8.14K ﹤0.01%
60
557
$8.13K ﹤0.01%
166
558
$8.1K ﹤0.01%
35
+27
559
$7.82K ﹤0.01%
+171
560
$7.65K ﹤0.01%
200
561
$7.52K ﹤0.01%
160
562
$7.41K ﹤0.01%
100
563
$7.3K ﹤0.01%
58
+8
564
$7.13K ﹤0.01%
300
565
$7.04K ﹤0.01%
210
566
$7.03K ﹤0.01%
500
567
$6.89K ﹤0.01%
+17
568
$6.87K ﹤0.01%
171
-1,673
569
$6.8K ﹤0.01%
200
-100
570
$6.64K ﹤0.01%
300
571
$6.59K ﹤0.01%
100
572
$6.58K ﹤0.01%
35
+1
573
$6.54K ﹤0.01%
+45
574
$6.53K ﹤0.01%
150
575
$6.41K ﹤0.01%
+80
21 22
23
24 25