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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.63K ﹤0.01%
+14
677
$1.62K ﹤0.01%
+11
678
$1.61K ﹤0.01%
53
+2
679
$1.6K ﹤0.01%
71
680
$1.6K ﹤0.01%
+24
681
$1.58K ﹤0.01%
+8
682
$1.57K ﹤0.01%
38
683
$1.56K ﹤0.01%
+86
684
$1.55K ﹤0.01%
315
+15
685
$1.53K ﹤0.01%
+35
686
$1.52K ﹤0.01%
+11
687
$1.52K ﹤0.01%
+13
688
$1.5K ﹤0.01%
+17
689
$1.49K ﹤0.01%
191
690
$1.48K ﹤0.01%
+38
691
$1.48K ﹤0.01%
+6
692
$1.46K ﹤0.01%
+29
693
$1.45K ﹤0.01%
15
-85
694
$1.45K ﹤0.01%
+11
695
$1.44K ﹤0.01%
+18
696
$1.41K ﹤0.01%
+18
697
$1.41K ﹤0.01%
+29
698
$1.37K ﹤0.01%
+14
699
$1.36K ﹤0.01%
+28
700
$1.36K ﹤0.01%
+5
26 27
28
29 30