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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K ﹤0.01%
321
577
$4K ﹤0.01%
160
578
$4K ﹤0.01%
62
579
$4K ﹤0.01%
10
-25
580
$4K ﹤0.01%
200
581
$4K ﹤0.01%
150
582
$4K ﹤0.01%
25
583
$4K ﹤0.01%
33
584
$4K ﹤0.01%
23
-20
585
$4K ﹤0.01%
100
586
$4K ﹤0.01%
26
587
$3K ﹤0.01%
17
-200
588
$3K ﹤0.01%
50
589
$3K ﹤0.01%
131
590
$3K ﹤0.01%
10
591
$3K ﹤0.01%
100
592
$3K ﹤0.01%
100
593
$3K ﹤0.01%
33
594
$3K ﹤0.01%
33
595
$3K ﹤0.01%
60
596
$3K ﹤0.01%
750
597
$3K ﹤0.01%
125
598
$3K ﹤0.01%
40
599
$3K ﹤0.01%
1,000
600
$3K ﹤0.01%
136
22 23
24
25 26