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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.44K ﹤0.01%
648
677
$2.4K ﹤0.01%
41
678
$2.37K ﹤0.01%
70
679
$2.15K ﹤0.01%
53
680
$2.06K ﹤0.01%
99
681
$2.01K ﹤0.01%
300
682
$2K ﹤0.01%
51
683
$1.99K ﹤0.01%
91
684
$1.99K ﹤0.01%
71
685
$1.96K ﹤0.01%
100
686
$1.89K ﹤0.01%
50
687
$1.89K ﹤0.01%
200
-196
688
$1.63K ﹤0.01%
49
689
$1.53K ﹤0.01%
38
690
$1.52K ﹤0.01%
18
-2
691
$1.5K ﹤0.01%
76
+3
692
$1.45K ﹤0.01%
50
693
$1.42K ﹤0.01%
68
694
$1.32K ﹤0.01%
64
695
$1.32K ﹤0.01%
11
696
$1.31K ﹤0.01%
18
697
$1.3K ﹤0.01%
543
+104
698
$1.28K ﹤0.01%
+15
699
$1.18K ﹤0.01%
1,000
700
$1.17K ﹤0.01%
27
26 27
28
29 30