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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.57K ﹤0.01%
383
-1,398
602
$4.55K ﹤0.01%
+65
603
$4.5K ﹤0.01%
39
604
$4.37K ﹤0.01%
20
-60
605
$4.24K ﹤0.01%
100
606
$4.2K ﹤0.01%
200
607
$4.14K ﹤0.01%
65
608
$4.11K ﹤0.01%
300
609
$4.07K ﹤0.01%
462
610
$4.02K ﹤0.01%
452
611
$3.94K ﹤0.01%
68
612
$3.93K ﹤0.01%
200
613
$3.83K ﹤0.01%
650
614
$3.81K ﹤0.01%
750
-5,000
615
$3.61K ﹤0.01%
750
616
$3.43K ﹤0.01%
300
617
$3.34K ﹤0.01%
44
-202
618
$3.28K ﹤0.01%
145
619
$3.27K ﹤0.01%
50
620
$3.26K ﹤0.01%
99
621
$3.24K ﹤0.01%
50
622
$3.21K ﹤0.01%
1,125
623
$3.19K ﹤0.01%
97
624
$3.14K ﹤0.01%
648
625
$3.13K ﹤0.01%
144
-665
23 24
25
26 27