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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.27K ﹤0.01%
+27
652
$2.15K ﹤0.01%
500
653
$2.1K ﹤0.01%
+17
654
$2.08K ﹤0.01%
80
655
$2.04K ﹤0.01%
+18
656
$2.02K ﹤0.01%
+4
657
$2K ﹤0.01%
91
658
$2K ﹤0.01%
860
659
$1.97K ﹤0.01%
22
-78
660
$1.96K ﹤0.01%
+5
661
$1.95K ﹤0.01%
+100
662
$1.94K ﹤0.01%
51
+35
663
$1.9K ﹤0.01%
650
664
$1.89K ﹤0.01%
15
-300
665
$1.85K ﹤0.01%
+36
666
$1.83K ﹤0.01%
+7
667
$1.79K ﹤0.01%
+94
668
$1.78K ﹤0.01%
+20
669
$1.78K ﹤0.01%
+19
670
$1.73K ﹤0.01%
+6
671
$1.72K ﹤0.01%
+13
672
$1.71K ﹤0.01%
+65
673
$1.68K ﹤0.01%
+19
674
$1.67K ﹤0.01%
50
675
$1.65K ﹤0.01%
+5
25 26
27
28 29