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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6.29K ﹤0.01%
+14
577
$6.21K ﹤0.01%
75
578
$6.09K ﹤0.01%
+50
579
$6.08K ﹤0.01%
+55
580
$6.03K ﹤0.01%
65
581
$5.72K ﹤0.01%
+64
582
$5.69K ﹤0.01%
120
583
$5.5K ﹤0.01%
27
+7
584
$5.4K ﹤0.01%
400
585
$5.37K ﹤0.01%
100
586
$5.36K ﹤0.01%
350
587
$5.33K ﹤0.01%
100
588
$5.21K ﹤0.01%
399
589
$5.19K ﹤0.01%
150
590
$5.15K ﹤0.01%
200
591
$5.04K ﹤0.01%
+49
592
$4.88K ﹤0.01%
50
593
$4.85K ﹤0.01%
+72
594
$4.76K ﹤0.01%
8
-2
595
$4.67K ﹤0.01%
150
596
$4.66K ﹤0.01%
125
597
$4.54K ﹤0.01%
70
598
$4.54K ﹤0.01%
136
599
$4.53K ﹤0.01%
400
600
$4.43K ﹤0.01%
72
+22
22 23
24
25 26