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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10.1K ﹤0.01%
1,000
577
$10.1K ﹤0.01%
125
578
$10.1K ﹤0.01%
408
579
$10K ﹤0.01%
229
580
$9.85K ﹤0.01%
66
581
$9.76K ﹤0.01%
300
-300
582
$9.69K ﹤0.01%
150
583
$9.59K ﹤0.01%
285
584
$9.42K ﹤0.01%
110
585
$9.05K ﹤0.01%
125
586
$9.04K ﹤0.01%
205
587
$8.61K ﹤0.01%
500
588
$8.57K ﹤0.01%
110
589
$8.44K ﹤0.01%
33
590
$8.31K ﹤0.01%
396
591
$8.25K ﹤0.01%
250
592
$8.06K ﹤0.01%
1,060
593
$8.03K ﹤0.01%
58
594
$7.73K ﹤0.01%
188
595
$7.59K ﹤0.01%
200
596
$7.36K ﹤0.01%
301
597
$7.31K ﹤0.01%
+500
598
$7.25K ﹤0.01%
50
599
$7.17K ﹤0.01%
+113
600
$7.16K ﹤0.01%
300
22 23
24
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