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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$10.1M
3 +$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1 +$4.74M
2 +$4.72M
3 +$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$19.9K ﹤0.01%
920
702
$19.8K ﹤0.01%
400
703
$19.6K ﹤0.01%
+50
704
$19.3K ﹤0.01%
125
-115
705
$19.1K ﹤0.01%
55
+50
706
$19K ﹤0.01%
+133
707
$18.9K ﹤0.01%
+104
708
$18.9K ﹤0.01%
78
709
$18.7K ﹤0.01%
762
710
$18.4K ﹤0.01%
+153
711
$18.4K ﹤0.01%
573
712
$18.1K ﹤0.01%
+422
713
$18K ﹤0.01%
175
+46
714
$17.8K ﹤0.01%
697
715
$17.4K ﹤0.01%
2,948
+2,448
716
$17.3K ﹤0.01%
215
717
$17.3K ﹤0.01%
171
+158
718
$17.2K ﹤0.01%
310
719
$17.2K ﹤0.01%
635
720
$17.1K ﹤0.01%
221
+50
721
$17.1K ﹤0.01%
500
722
$17K ﹤0.01%
324
+160
723
$16.7K ﹤0.01%
224
+4
724
$16.6K ﹤0.01%
59
725
$16.5K ﹤0.01%
+93