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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.42K ﹤0.01%
75
602
$4.17K ﹤0.01%
100
603
$4.16K ﹤0.01%
462
604
$4.11K ﹤0.01%
+40
605
$4.07K ﹤0.01%
383
606
$4.04K ﹤0.01%
310
+10
607
$4.01K ﹤0.01%
452
608
$4K ﹤0.01%
16
+1
609
$3.93K ﹤0.01%
200
610
$3.91K ﹤0.01%
1,125
611
$3.85K ﹤0.01%
99
612
$3.75K ﹤0.01%
100
613
$3.74K ﹤0.01%
65
614
$3.74K ﹤0.01%
+35
615
$3.66K ﹤0.01%
+28
616
$3.64K ﹤0.01%
750
617
$3.52K ﹤0.01%
+56
618
$3.5K ﹤0.01%
650
-100
619
$3.45K ﹤0.01%
+47
620
$3.43K ﹤0.01%
+40
621
$3.35K ﹤0.01%
+20
622
$3.25K ﹤0.01%
34
623
$3.24K ﹤0.01%
50
624
$3.19K ﹤0.01%
+64
625
$3.19K ﹤0.01%
+20
23 24
25
26 27