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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8.59K ﹤0.01%
250
602
$8.54K ﹤0.01%
205
603
$8.54K ﹤0.01%
110
604
$8.4K ﹤0.01%
102
605
$8.39K ﹤0.01%
132
606
$8.38K ﹤0.01%
58
-31
607
$8.37K ﹤0.01%
100
608
$8.33K ﹤0.01%
396
609
$8.24K ﹤0.01%
500
610
$8.22K ﹤0.01%
229
611
$8.2K ﹤0.01%
265
612
$8.04K ﹤0.01%
500
613
$7.91K ﹤0.01%
200
614
$7.67K ﹤0.01%
300
615
$7.61K ﹤0.01%
50
616
$7.57K ﹤0.01%
639
617
$7.43K ﹤0.01%
301
618
$7.42K ﹤0.01%
33
619
$7.42K ﹤0.01%
+50
620
$7.25K ﹤0.01%
150
-74
621
$7.25K ﹤0.01%
200
622
$7.25K ﹤0.01%
125
-75
623
$7.18K ﹤0.01%
400
624
$6.92K ﹤0.01%
344
-1
625
$6.88K ﹤0.01%
190
23 24
25
26 27