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
$1.45B
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$15.8M
3
+$8.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.1M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.43M

Top Sells

1
+$8.29M
2
+$5.94M
3
+$4.19M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$3.45M
5
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.73M

Sector Composition

1 Technology 28.92%
2 Financials 13%
3 Healthcare 8.21%
4 Industrials 7.47%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-330
577
– –
-436
578
– –
-78
579
– –
-80
580
– –
-2,000
581
– –
-221
582
– –
-5
583
– –
-634
584
– –
-80
585
– –
-860
586
– –
-35,941
587
– –
-191
588
– –
-4,875
589
– –
-135
590
– –
-279
591
– –
-350
592
– –
-250
593
– –
-650
594
– –
-103
595
– –
-11,172
596
– –
-457
597
– –
-400
598
– –
-38
599
– –
-500
600
– –
-300
22 23
24
25 26