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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.14K ﹤0.01%
190
627
$5.12K ﹤0.01%
400
628
$5.12K ﹤0.01%
75
629
$4.94K ﹤0.01%
360
630
$4.81K ﹤0.01%
500
631
$4.79K ﹤0.01%
23
632
$4.73K ﹤0.01%
75
633
$4.73K ﹤0.01%
100
634
$4.52K ﹤0.01%
462
+62
635
$4.44K ﹤0.01%
120
636
$4.35K ﹤0.01%
65
637
$4.29K ﹤0.01%
452
638
$4.25K ﹤0.01%
160
639
$4.24K ﹤0.01%
+35
640
$4.18K ﹤0.01%
150
641
$4.14K ﹤0.01%
+182
642
$4.1K ﹤0.01%
300
643
$4.07K ﹤0.01%
136
644
$4.02K ﹤0.01%
20
-3
645
$3.95K ﹤0.01%
95
-280
646
$3.81K ﹤0.01%
58
647
$3.78K ﹤0.01%
399
648
$3.77K ﹤0.01%
125
649
$3.75K ﹤0.01%
200
650
$3.72K ﹤0.01%
70
24 25
26
27 28