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
$1.28B
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$263K
3
+$191K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$169K
5
ON icon
ON Semiconductor
ON
+$107K

Top Sells

1
+$11.2M
2
+$9.22M
3
+$6.29M
4
AMZN icon
Amazon
AMZN
+$5.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.92M

Sector Composition

1 Technology 29.74%
2 Financials 12%
3 Healthcare 10.13%
4 Industrials 7.93%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.33K ﹤0.01%
+55
702
$1.3K ﹤0.01%
68
703
$1.28K ﹤0.01%
500
704
$1.28K ﹤0.01%
+31
705
$1.27K ﹤0.01%
25
706
$1.25K ﹤0.01%
65
707
$1.25K ﹤0.01%
50
708
$1.24K ﹤0.01%
+19
709
$1.23K ﹤0.01%
+7
710
$1.21K ﹤0.01%
+29
711
$1.19K ﹤0.01%
+13
712
$1.17K ﹤0.01%
+13
713
$1.13K ﹤0.01%
+24
714
$1.1K ﹤0.01%
+34
715
$1.08K ﹤0.01%
50
716
$1.07K ﹤0.01%
+7
717
$1.06K ﹤0.01%
100
-100
718
$1.05K ﹤0.01%
+10
719
$1.04K ﹤0.01%
+29
720
$1.01K ﹤0.01%
250
721
$974 ﹤0.01%
+28
722
$972 ﹤0.01%
+30
723
$933 ﹤0.01%
6
+1
724
$915 ﹤0.01%
+9
725
$903 ﹤0.01%
97
27 28
29
30 31