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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-125
702
– –
-101
703
– –
-6
704
– –
-4
705
– –
-333
706
– –
-41
707
– –
-1,800
708
– –
-2,000
709
– –
-900
710
– –
-237
711
– –
-265
712
– –
-219
713
– –
-301
714
– –
-124
715
– –
-79
716
– –
-2,000
717
– –
-309
718
– –
-78
719
– –
-250
720
– –
-344
721
– –
-94
722
– –
-50
723
– –
-250
724
– –
-50
725
– –
-330
26 27 28
29
30