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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$26.8K ﹤0.01%
+100
652
$26.7K ﹤0.01%
205
653
$26.7K ﹤0.01%
+955
654
$26.6K ﹤0.01%
+531
655
$26.5K ﹤0.01%
125
656
$26.4K ﹤0.01%
308
-55,286
657
$26.2K ﹤0.01%
+4,762
658
$26.2K ﹤0.01%
279
+2
659
$26K ﹤0.01%
+121
660
$25.7K ﹤0.01%
330
-568
661
$25.5K ﹤0.01%
304
+33
662
$25.2K ﹤0.01%
185
+21
663
$25K ﹤0.01%
250
664
$24.9K ﹤0.01%
200
665
$24.7K ﹤0.01%
197
-10
666
$24.7K ﹤0.01%
130
+46
667
$24.7K ﹤0.01%
+250
668
$24.2K ﹤0.01%
100
669
$24.2K ﹤0.01%
500
670
$24.1K ﹤0.01%
500
-300
671
$23.9K ﹤0.01%
214
-95
672
$23.9K ﹤0.01%
309
-37
673
$23.8K ﹤0.01%
+1,005
674
$23.8K ﹤0.01%
2,500
675
$23.7K ﹤0.01%
2,580
-284
25 26
27
28 29