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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.82K ﹤0.01%
68
702
$1.78K ﹤0.01%
231
703
$1.76K ﹤0.01%
10
704
$1.75K ﹤0.01%
53
-54
705
$1.75K ﹤0.01%
20
706
$1.65K ﹤0.01%
37
707
$1.43K ﹤0.01%
11
708
$1.4K ﹤0.01%
64
-2,120
709
$1.38K ﹤0.01%
20
710
$1.34K ﹤0.01%
18
711
$1.32K ﹤0.01%
50
712
$1.27K ﹤0.01%
50
713
$1.21K ﹤0.01%
200
714
$1.21K ﹤0.01%
11
-3
715
$1.05K ﹤0.01%
191
716
$1.04K ﹤0.01%
80
717
$1.02K ﹤0.01%
30
718
$1.01K ﹤0.01%
18
719
$1.01K ﹤0.01%
27
720
$959 ﹤0.01%
100
721
$952 ﹤0.01%
10
722
$938 ﹤0.01%
65
723
$935 ﹤0.01%
250
724
$844 ﹤0.01%
100
725
$813 ﹤0.01%
45
27 28
29
30 31