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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$8.33M
3 +$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1 +$7.34M
2 +$7.22M
3 +$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$13.1K ﹤0.01%
544
577
$13K ﹤0.01%
320
578
$12.9K ﹤0.01%
40
-425
579
$12.7K ﹤0.01%
150
580
$12.6K ﹤0.01%
104
581
$12.6K ﹤0.01%
50
582
$12.3K ﹤0.01%
200
583
$12K ﹤0.01%
232
584
$11.5K ﹤0.01%
66
585
$11.3K ﹤0.01%
1,000
586
$11.2K ﹤0.01%
250
587
$11.2K ﹤0.01%
408
588
$11K ﹤0.01%
125
589
$11K ﹤0.01%
1,060
590
$10.9K ﹤0.01%
1,000
591
$10.3K ﹤0.01%
78
592
$10.3K ﹤0.01%
110
593
$10.2K ﹤0.01%
70
594
$10.1K ﹤0.01%
285
595
$10.1K ﹤0.01%
30
596
$9.85K ﹤0.01%
100
597
$9.65K ﹤0.01%
125
598
$9.34K ﹤0.01%
65
599
$8.9K ﹤0.01%
251
-1
600
$8.66K ﹤0.01%
188