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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.95M
3
+$5.08M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$955K

Top Sells

1
+$11M
2
+$5.05M
3
+$2.64M
4
GLD icon
SPDR Gold Trust
GLD
+$1.44M
5
AAPL icon
Apple
AAPL
+$944K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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677
$0 ﹤0.01%
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678
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680
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10
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682
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683
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686
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689
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690
$0 ﹤0.01%
3
691
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692
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$0 ﹤0.01%
2
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10
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695
$0 ﹤0.01%
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697
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$0 ﹤0.01%
10
699
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-936
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