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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$50.7K ﹤0.01%
+962
552
$50.6K ﹤0.01%
+1,400
553
$50.4K ﹤0.01%
+506
554
$50K ﹤0.01%
+123
555
$49.1K ﹤0.01%
93
+43
556
$48.8K ﹤0.01%
+3,244
557
$48.8K ﹤0.01%
+520
558
$48.7K ﹤0.01%
1,600
559
$48.4K ﹤0.01%
511
+88
560
$48.2K ﹤0.01%
175
+75
561
$47.7K ﹤0.01%
1,582
-350
562
$47.4K ﹤0.01%
800
-372
563
$47.3K ﹤0.01%
+432
564
$47.1K ﹤0.01%
1,000
565
$47.1K ﹤0.01%
+2,080
566
$46.5K ﹤0.01%
260
-38
567
$46.3K ﹤0.01%
2,600
568
$46.1K ﹤0.01%
+269
569
$46K ﹤0.01%
370
-80
570
$45.9K ﹤0.01%
800
-211
571
$44.9K ﹤0.01%
+154
572
$44.7K ﹤0.01%
+1,733
573
$44.6K ﹤0.01%
541
+41
574
$44.3K ﹤0.01%
3,000
575
$44.2K ﹤0.01%
315
+300
21 22
23
24 25