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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
54
-54
577
$6K ﹤0.01%
121
+3
578
$6K ﹤0.01%
200
579
$6K ﹤0.01%
231
580
$6K ﹤0.01%
475
+84
581
$6K ﹤0.01%
183
582
$6K ﹤0.01%
1,748
583
$6K ﹤0.01%
24
584
$5K ﹤0.01%
80
585
$5K ﹤0.01%
+28
586
$5K ﹤0.01%
79
587
$5K ﹤0.01%
65
588
$5K ﹤0.01%
160
-2,340
589
$5K ﹤0.01%
750
590
$5K ﹤0.01%
+62
591
$5K ﹤0.01%
125
592
$5K ﹤0.01%
4
593
$5K ﹤0.01%
250
594
$5K ﹤0.01%
725
595
$5K ﹤0.01%
174
+61
596
$5K ﹤0.01%
41
597
$5K ﹤0.01%
+150
598
$5K ﹤0.01%
+25
599
$5K ﹤0.01%
33
600
$5K ﹤0.01%
100
22 23
24
25 26