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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.19K ﹤0.01%
63
677
$3.1K ﹤0.01%
76
-25
678
$3.1K ﹤0.01%
68
679
$3.06K ﹤0.01%
50
680
$3K ﹤0.01%
650
681
$2.89K ﹤0.01%
200
682
$2.88K ﹤0.01%
50
683
$2.86K ﹤0.01%
33
684
$2.68K ﹤0.01%
7
685
$2.62K ﹤0.01%
71
686
$2.61K ﹤0.01%
41
-100
687
$2.58K ﹤0.01%
50
688
$2.5K ﹤0.01%
70
689
$2.5K ﹤0.01%
51
690
$2.4K ﹤0.01%
648
691
$2.4K ﹤0.01%
300
692
$2.4K ﹤0.01%
100
693
$2.3K ﹤0.01%
1,000
694
$2.28K ﹤0.01%
50
695
$2.22K ﹤0.01%
99
696
$2.13K ﹤0.01%
51
697
$2.12K ﹤0.01%
73
-599
698
$2.06K ﹤0.01%
91
699
$1.82K ﹤0.01%
49
700
$1.82K ﹤0.01%
38
26 27
28
29 30