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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$10.1M
3 +$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1 +$4.74M
2 +$4.72M
3 +$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$23.7K ﹤0.01%
+241
677
$23.4K ﹤0.01%
+68
678
$23.3K ﹤0.01%
425
679
$23.1K ﹤0.01%
100
680
$22.8K ﹤0.01%
500
681
$22.3K ﹤0.01%
+1,396
682
$22.2K ﹤0.01%
+231
683
$22K ﹤0.01%
200
684
$21.9K ﹤0.01%
+101
685
$21.7K ﹤0.01%
+636
686
$21.3K ﹤0.01%
2,706
687
$21K ﹤0.01%
+878
688
$20.9K ﹤0.01%
97
+89
689
$20.8K ﹤0.01%
1,600
-250
690
$20.6K ﹤0.01%
350
691
$20.5K ﹤0.01%
+358
692
$20.5K ﹤0.01%
457
+447
693
$20.4K ﹤0.01%
+279
694
$20.1K ﹤0.01%
+149
695
$20K ﹤0.01%
+425
696
$20K ﹤0.01%
300
697
$20K ﹤0.01%
670
698
$20K ﹤0.01%
24
-2
699
$20K ﹤0.01%
80
700
$19.9K ﹤0.01%
450