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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.67K ﹤0.01%
39
-20
652
$3.53K ﹤0.01%
200
653
$3.49K ﹤0.01%
100
654
$3.44K ﹤0.01%
+200
655
$3.35K ﹤0.01%
125
656
$3.32K ﹤0.01%
399
657
$3.25K ﹤0.01%
63
658
$3.19K ﹤0.01%
+100
659
$3.19K ﹤0.01%
104
660
$3.17K ﹤0.01%
76
661
$3.07K ﹤0.01%
650
662
$3.02K ﹤0.01%
99
663
$2.97K ﹤0.01%
50
664
$2.97K ﹤0.01%
300
665
$2.93K ﹤0.01%
750
666
$2.93K ﹤0.01%
68
667
$2.91K ﹤0.01%
1,125
668
$2.85K ﹤0.01%
50
669
$2.77K ﹤0.01%
114
-150
670
$2.73K ﹤0.01%
500
671
$2.72K ﹤0.01%
33
672
$2.63K ﹤0.01%
7
673
$2.6K ﹤0.01%
145
674
$2.5K ﹤0.01%
51
675
$2.49K ﹤0.01%
50
25 26
27
28 29