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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$380 ﹤0.01%
10
677
$362 ﹤0.01%
100
678
$331 ﹤0.01%
25
679
$223 ﹤0.01%
100
680
$223 ﹤0.01%
100
681
$222 ﹤0.01%
142
682
$221 ﹤0.01%
20
683
$211 ﹤0.01%
60
684
$201 ﹤0.01%
5
685
$189 ﹤0.01%
2
686
$153 ﹤0.01%
14
687
$140 ﹤0.01%
10
688
$123 ﹤0.01%
4
689
$116 ﹤0.01%
3
690
$115 ﹤0.01%
1
691
$87 ﹤0.01%
4
692
$86 ﹤0.01%
18
693
$80 ﹤0.01%
14
-67
694
$68 ﹤0.01%
4
695
$27 ﹤0.01%
2
696
$23 ﹤0.01%
30
697
– –
-2,000
698
– –
-16
699
– –
-10
700
– –
-295
26 27
28
29 30