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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$43.8K ﹤0.01%
470
577
$43.5K ﹤0.01%
400
578
$43.3K ﹤0.01%
1,000
579
$43.3K ﹤0.01%
555
-250
580
$43.3K ﹤0.01%
444
581
$43.2K ﹤0.01%
125
+72
582
$41.9K ﹤0.01%
500
-12
583
$41.6K ﹤0.01%
250
584
$41.5K ﹤0.01%
+1,033
585
$41.4K ﹤0.01%
+1,158
586
$41.1K ﹤0.01%
+1,295
587
$41K ﹤0.01%
+433
588
$40.6K ﹤0.01%
+434
589
$40.5K ﹤0.01%
2,000
-1,000
590
$40.5K ﹤0.01%
2,417
-67
591
$39.9K ﹤0.01%
385
+374
592
$39.9K ﹤0.01%
+3,312
593
$39.5K ﹤0.01%
2,000
-300
594
$39.5K ﹤0.01%
300
595
$38.9K ﹤0.01%
3,000
596
$38.7K ﹤0.01%
330
597
$38.6K ﹤0.01%
436
+191
598
$38K ﹤0.01%
2,000
599
$37.9K ﹤0.01%
700
600
$37.7K ﹤0.01%
634
+103
22 23
24
25 26