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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.77M 0.56%
43,845
+518
52
$3.52M 0.52%
87,475
-2,204
53
$3.15M 0.46%
39,536
-2,060
54
$2.87M 0.42%
12,017
-1,674
55
$2.6M 0.38%
23,212
-15
56
$2.54M 0.37%
6,965
+6,920
57
$2.36M 0.35%
26,980
+7,405
58
$2.19M 0.32%
34,517
+649
59
$2.15M 0.32%
7,321
-768
60
$2.04M 0.3%
6,981
-1,180
61
$1.99M 0.29%
19,775
+6,525
62
$1.9M 0.28%
13,577
-100
63
$1.89M 0.28%
54,260
+615
64
$1.85M 0.27%
131,232
-6,690
65
$1.83M 0.27%
22,880
-325
66
$1.8M 0.27%
43,742
+8,066
67
$1.78M 0.26%
9,235
-44
68
$1.74M 0.26%
11,997
-109
69
$1.56M 0.23%
4,257
-80
70
$1.55M 0.23%
16,811
-2,048
71
$1.5M 0.22%
31,666
-57
72
$1.45M 0.21%
34,670
-4,339
73
$1.31M 0.19%
46,692
74
$1.26M 0.19%
+4,582
75
$1.24M 0.18%
9,998
1 2
3
4 5