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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.65M
3
+$1.52M
4
ZTS icon
Zoetis
ZTS
+$952K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$863K

Top Sells

1
+$3.59M
2
+$2.96M
3
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.09M
5
EL icon
Estee Lauder
EL
+$1.44M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.12K ﹤0.01%
50
702
$1.07K ﹤0.01%
191
703
$1.05K ﹤0.01%
100
704
$1.03K ﹤0.01%
+91
705
$994 ﹤0.01%
10
706
$944 ﹤0.01%
18
707
$915 ﹤0.01%
250
708
$883 ﹤0.01%
65
709
$868 ﹤0.01%
+50
710
$836 ﹤0.01%
30
711
$828 ﹤0.01%
10
712
$770 ﹤0.01%
80
713
$765 ﹤0.01%
100
714
$756 ﹤0.01%
4
715
$723 ﹤0.01%
8
716
$702 ﹤0.01%
5
717
$666 ﹤0.01%
45
718
$657 ﹤0.01%
20
719
$640 ﹤0.01%
561
720
$629 ﹤0.01%
27
721
$616 ﹤0.01%
1
722
$583 ﹤0.01%
25
723
$581 ﹤0.01%
10
724
$560 ﹤0.01%
6
725
$533 ﹤0.01%
16
27 28
29
30 31