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
626
$3.18K ﹤0.01%
50
627
$3.1K ﹤0.01%
+22
628
$3.07K ﹤0.01%
+54
629
$3K ﹤0.01%
648
630
$2.98K ﹤0.01%
+200
631
$2.98K ﹤0.01%
104
632
$2.88K ﹤0.01%
+50
633
$2.87K ﹤0.01%
+14
634
$2.84K ﹤0.01%
+50
635
$2.83K ﹤0.01%
70
636
$2.75K ﹤0.01%
+53
637
$2.74K ﹤0.01%
+93
638
$2.74K ﹤0.01%
99
639
$2.73K ﹤0.01%
145
640
$2.72K ﹤0.01%
+18
641
$2.71K ﹤0.01%
33
642
$2.7K ﹤0.01%
50
643
$2.66K ﹤0.01%
+37
644
$2.53K ﹤0.01%
100
645
$2.43K ﹤0.01%
+200
646
$2.42K ﹤0.01%
300
647
$2.37K ﹤0.01%
60
648
$2.33K ﹤0.01%
+6
649
$2.31K ﹤0.01%
7
650
$2.29K ﹤0.01%
+19
24 25
26
27 28