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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.52M
3
+$3.18M
4
AMZN icon
Amazon
AMZN
+$2.35M
5
AAPL icon
Apple
AAPL
+$2.07M

Top Sells

1
+$8.9M
2
+$8.02M
3
+$8.01M
4
BND icon
Vanguard Total Bond Market
BND
+$2.85M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
80
602
$5K ﹤0.01%
36
-6
603
$5K ﹤0.01%
+15
604
$4K ﹤0.01%
50
605
$4K ﹤0.01%
396
606
$4K ﹤0.01%
80
607
$4K ﹤0.01%
52
608
$4K ﹤0.01%
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609
$4K ﹤0.01%
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610
$4K ﹤0.01%
100
611
$4K ﹤0.01%
33
612
$4K ﹤0.01%
60
613
$4K ﹤0.01%
100
614
$4K ﹤0.01%
126
+6
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$4K ﹤0.01%
136
616
$4K ﹤0.01%
109
+9
617
$4K ﹤0.01%
541
+316
618
$4K ﹤0.01%
+193
619
$4K ﹤0.01%
147
620
$4K ﹤0.01%
+60
621
$4K ﹤0.01%
26
+1
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$4K ﹤0.01%
55
623
$3K ﹤0.01%
200
624
$3K ﹤0.01%
197
+27
625
$3K ﹤0.01%
500
23 24
25
26 27