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
$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
651
$1K ﹤0.01%
18
652
$1K ﹤0.01%
50
653
$1K ﹤0.01%
45
654
$1K ﹤0.01%
6
655
$1K ﹤0.01%
3
656
$1K ﹤0.01%
250
657
$1K ﹤0.01%
100
658
$1K ﹤0.01%
8
659
$1K ﹤0.01%
35
660
$1K ﹤0.01%
4
661
$1K ﹤0.01%
6
662
$1K ﹤0.01%
9
663
$1K ﹤0.01%
1,000
664
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665
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-250
666
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-2,751
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668
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-1,725
669
$0 ﹤0.01%
561
670
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-23
671
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672
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673
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-1,000
674
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675
– –
-40
25 26
27
28 29