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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-4,098
677
– –
-20
678
– –
-1,150
679
– –
-2,751
680
– –
-250
681
– –
-100
682
– –
-600
683
$0 ﹤0.01%
4
684
– –
-145
685
– –
-120
686
– –
-36
687
– –
-6,237
688
$0 ﹤0.01%
10
689
– –
-50
690
– –
-1,341
691
– –
-40
692
– –
-37,780
693
$0 ﹤0.01%
10
694
– –
-104
695
$0 ﹤0.01%
18
696
– –
-34
697
– –
-1,393
698
– –
-350
699
$0 ﹤0.01%
2
700
– –
-40
25 26 27
28
29