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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6.83K ﹤0.01%
250
627
$6.78K ﹤0.01%
65
628
$6.77K ﹤0.01%
350
629
$6.76K ﹤0.01%
60
630
$6.56K ﹤0.01%
100
631
$6.45K ﹤0.01%
+420
632
$6.41K ﹤0.01%
79
633
$6.38K ﹤0.01%
100
634
$6.11K ﹤0.01%
150
635
$6.03K ﹤0.01%
300
636
$5.95K ﹤0.01%
145
637
$5.94K ﹤0.01%
150
638
$5.85K ﹤0.01%
300
639
$5.77K ﹤0.01%
59
640
$5.71K ﹤0.01%
120
-100
641
$5.63K ﹤0.01%
40
642
$5.57K ﹤0.01%
360
643
$5.41K ﹤0.01%
100
644
$5.3K ﹤0.01%
100
645
$5.26K ﹤0.01%
425
646
$5.19K ﹤0.01%
75
647
$5.06K ﹤0.01%
23
648
$4.9K ﹤0.01%
75
649
$4.83K ﹤0.01%
500
650
$4.83K ﹤0.01%
23
24 25
26
27 28