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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
6
652
$1K ﹤0.01%
45
653
$1K ﹤0.01%
52
654
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44
655
$1K ﹤0.01%
+1
656
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80
657
$1K ﹤0.01%
50
658
$1K ﹤0.01%
18
659
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30
660
– –
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661
$0 ﹤0.01%
1,000
662
– –
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663
$0 ﹤0.01%
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664
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665
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666
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668
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670
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671
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673
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675
– –
-51
25 26
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