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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.44K ﹤0.01%
68
652
$1.43K ﹤0.01%
50
653
$1.36K ﹤0.01%
191
654
$1.3K ﹤0.01%
65
655
$1.27K ﹤0.01%
25
656
$1.16K ﹤0.01%
27
657
$1.11K ﹤0.01%
50
658
$1.08K ﹤0.01%
1,000
659
$1.04K ﹤0.01%
10
660
$1.03K ﹤0.01%
561
661
$985 ﹤0.01%
18
662
$965 ﹤0.01%
250
663
$922 ﹤0.01%
67
-2,833
664
$750 ﹤0.01%
3
-20
665
$745 ﹤0.01%
20
666
$742 ﹤0.01%
5
667
$725 ﹤0.01%
45
668
$672 ﹤0.01%
16
669
$662 ﹤0.01%
80
670
$534 ﹤0.01%
250
671
$490 ﹤0.01%
40
672
$486 ﹤0.01%
35
-2,000
673
$454 ﹤0.01%
10
674
$437 ﹤0.01%
10
675
$423 ﹤0.01%
1
25 26
27
28 29