BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+9.59%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$1,000M
AUM Growth
+$98.6M
(+11%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
2.8%
Top 10 Holdings %
Top 10 Hldgs %
41.54%
Holding
664
New
15
Increased
106
Reduced
76
Closed
28
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$7.64M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.74M |
| 3 |
Tesla
TSLA
|
$1.74M |
| 4 |
Microsoft
MSFT
|
$1.5M |
| 5 |
Prologis
PLD
|
$1.27M |
Top Sells
| 1 |
Blackstone
BX
|
$679K |
| 2 |
MSCI
MSCI
|
$411K |
| 3 |
Meta Platforms (Facebook)
META
|
$387K |
| 4 |
Garmin
GRMN
|
$307K |
| 5 |
SPDR Gold Trust
GLD
|
$294K |
Sector Composition
| 1 | Technology | 21.07% |
| 2 | Financials | 14.55% |
| 3 | Healthcare | 11.54% |
| 4 | Communication Services | 9.13% |
| 5 | Consumer Staples | 8.31% |
