BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.75M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
IAU icon
iShares Gold Trust
IAU
+$1.23M

Top Sells

1
+$700K
2
+$421K
3
+$382K
4
GRMN icon
Garmin
GRMN
+$325K
5
GLD icon
SPDR Gold Trust
GLD
+$289K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K ﹤0.01%
150
577
$4K ﹤0.01%
60
578
$4K ﹤0.01%
113
579
$4K ﹤0.01%
147
580
$4K ﹤0.01%
10
581
$4K ﹤0.01%
51
582
$4K ﹤0.01%
11
-107
583
$4K ﹤0.01%
249
-800
584
$4K ﹤0.01%
25
585
$4K ﹤0.01%
1,000
586
$3K ﹤0.01%
88
-10
587
$3K ﹤0.01%
51
588
$3K ﹤0.01%
40
589
$3K ﹤0.01%
206
590
$3K ﹤0.01%
170
591
$3K ﹤0.01%
55
592
$3K ﹤0.01%
23
593
$3K ﹤0.01%
75
594
$3K ﹤0.01%
400
595
$3K ﹤0.01%
131
596
$3K ﹤0.01%
33
597
$2K ﹤0.01%
30
598
$2K ﹤0.01%
100
599
$2K ﹤0.01%
67
600
$2K ﹤0.01%
53
22 23
24
25 26