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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7.25K ﹤0.01%
50
577
$6.77K ﹤0.01%
+210
578
$6.75K ﹤0.01%
100
579
$6.62K ﹤0.01%
300
580
$6.37K ﹤0.01%
100
581
$6.14K ﹤0.01%
400
582
$6.14K ﹤0.01%
400
583
$5.9K ﹤0.01%
150
584
$5.74K ﹤0.01%
120
585
$5.71K ﹤0.01%
+10
586
$5.67K ﹤0.01%
500
587
$5.64K ﹤0.01%
150
588
$5.55K ﹤0.01%
190
-423
589
$5.44K ﹤0.01%
350
590
$5.38K ﹤0.01%
15
-500
591
$5.29K ﹤0.01%
50
-145
592
$5.28K ﹤0.01%
100
-1,000
593
$5.15K ﹤0.01%
75
594
$4.98K ﹤0.01%
200
595
$4.96K ﹤0.01%
399
596
$4.78K ﹤0.01%
150
597
$4.7K ﹤0.01%
136
598
$4.66K ﹤0.01%
70
599
$4.62K ﹤0.01%
100
600
$4.59K ﹤0.01%
125
22 23
24
25 26