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
626
$31.6K ﹤0.01%
+601
627
$31.6K ﹤0.01%
360
628
$31.6K ﹤0.01%
320
+271
629
$31.3K ﹤0.01%
115
+23
630
$31.3K ﹤0.01%
+17
631
$31.2K ﹤0.01%
290
632
$31.2K ﹤0.01%
131
-9
633
$31.1K ﹤0.01%
795
-7,705
634
$30.7K ﹤0.01%
242
+17
635
$30.7K ﹤0.01%
516
+116
636
$30.6K ﹤0.01%
350
637
$30.6K ﹤0.01%
+122
638
$30.3K ﹤0.01%
48
+44
639
$30K ﹤0.01%
170
640
$29.8K ﹤0.01%
266
+232
641
$29.7K ﹤0.01%
69
+39
642
$29.5K ﹤0.01%
650
-50
643
$28.8K ﹤0.01%
320
-34
644
$28.7K ﹤0.01%
100
645
$28K ﹤0.01%
314
646
$27.9K ﹤0.01%
4,000
647
$27.9K ﹤0.01%
140
+36
648
$27.7K ﹤0.01%
176
649
$27.6K ﹤0.01%
+329
650
$27.2K ﹤0.01%
3,000
24 25
26
27 28