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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4.63K ﹤0.01%
500
652
$4.6K ﹤0.01%
+50
653
$4.58K ﹤0.01%
50
654
$4.58K ﹤0.01%
300
655
$4.51K ﹤0.01%
200
656
$4.43K ﹤0.01%
1,125
657
$4.4K ﹤0.01%
264
658
$4.35K ﹤0.01%
160
659
$4.31K ﹤0.01%
150
660
$4.28K ﹤0.01%
19
661
$4.27K ﹤0.01%
452
662
$4.23K ﹤0.01%
136
663
$4.18K ﹤0.01%
300
664
$4.17K ﹤0.01%
104
665
$4.14K ﹤0.01%
399
666
$3.99K ﹤0.01%
396
667
$3.95K ﹤0.01%
70
668
$3.86K ﹤0.01%
750
669
$3.81K ﹤0.01%
125
-475
670
$3.54K ﹤0.01%
100
671
$3.47K ﹤0.01%
400
672
$3.47K ﹤0.01%
99
-1,500
673
$3.34K ﹤0.01%
399
674
$3.34K ﹤0.01%
58
-111
675
$3.26K ﹤0.01%
125
25 26
27
28 29