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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7.16K ﹤0.01%
150
602
$7.09K ﹤0.01%
200
603
$6.76K ﹤0.01%
250
604
$6.75K ﹤0.01%
300
605
$6.6K ﹤0.01%
125
606
$6.49K ﹤0.01%
50
607
$6.42K ﹤0.01%
+200
608
$6.4K ﹤0.01%
79
609
$6.36K ﹤0.01%
100
610
$6.36K ﹤0.01%
344
611
$6.16K ﹤0.01%
100
612
$6K ﹤0.01%
350
613
$5.92K ﹤0.01%
150
614
$5.83K ﹤0.01%
425
615
$5.74K ﹤0.01%
500
-1,500
616
$5.69K ﹤0.01%
639
617
$5.67K ﹤0.01%
150
618
$5.51K ﹤0.01%
300
619
$5.46K ﹤0.01%
60
620
$5.45K ﹤0.01%
50
621
$5.42K ﹤0.01%
40
622
$5.3K ﹤0.01%
100
623
$5.27K ﹤0.01%
125
-126
624
$5.21K ﹤0.01%
100
625
$5.15K ﹤0.01%
500
23 24
25
26 27