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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$36.2K ﹤0.01%
+623
602
$36K ﹤0.01%
750
603
$35.9K ﹤0.01%
460
-22
604
$35.8K ﹤0.01%
447
605
$35.6K ﹤0.01%
220
606
$35.6K ﹤0.01%
5,000
607
$35.5K ﹤0.01%
+739
608
$35.3K ﹤0.01%
75
609
$35.2K ﹤0.01%
314
-1
610
$35K ﹤0.01%
+729
611
$34.6K ﹤0.01%
342
-11
612
$34.3K ﹤0.01%
1,683
613
$34.3K ﹤0.01%
+523
614
$34K ﹤0.01%
2,573
615
$33.7K ﹤0.01%
+273
616
$32.9K ﹤0.01%
+750
617
$32.6K ﹤0.01%
340
-12
618
$32.5K ﹤0.01%
245
+187
619
$32.3K ﹤0.01%
143
620
$32.1K ﹤0.01%
+1,106
621
$32K ﹤0.01%
470
622
$32K ﹤0.01%
1,160
623
$32K ﹤0.01%
377
624
$31.9K ﹤0.01%
500
625
$31.8K ﹤0.01%
498
23 24
25
26 27