BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
51
627
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33
628
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57
629
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40
630
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134
-16
631
$3K ﹤0.01%
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+25
632
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60
633
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634
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413
+164
635
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200
636
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197
+27
637
$3K ﹤0.01%
500
638
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75
639
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100
640
$2K ﹤0.01%
67
641
$2K ﹤0.01%
52
-1
642
$2K ﹤0.01%
49
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20
644
$2K ﹤0.01%
+60
645
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646
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+20
647
$2K ﹤0.01%
100
648
$1K ﹤0.01%
30
649
$1K ﹤0.01%
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650
$1K ﹤0.01%
50
24 25
26
27 28