BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.52M
3
+$3.18M
4
AMZN icon
Amazon
AMZN
+$2.35M
5
AAPL icon
Apple
AAPL
+$2.07M

Top Sells

1
+$8.9M
2
+$8.02M
3
+$8.01M
4
BND icon
Vanguard Total Bond Market
BND
+$2.85M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-960
702
– –
-3
703
– –
-316
704
– –
-1
705
$0 ﹤0.01%
47
706
$0 ﹤0.01%
1
707
– –
-1,024
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