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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.29%
6,056
+1,458
52
$2.71M 0.27%
8,167
-193
53
$2.67M 0.27%
3,996
54
$2.42M 0.24%
39,545
-63
55
$2.22M 0.22%
7,424
56
$2.2M 0.22%
6,541
-1,150
57
$2.17M 0.22%
36,752
+220
58
$2.16M 0.22%
18,418
+96
59
$2.14M 0.21%
6,087
+4,950
60
$2.03M 0.2%
43,698
61
$1.73M 0.17%
3,526
-35
62
$1.71M 0.17%
7,997
-5
63
$1.63M 0.16%
15,779
64
$1.62M 0.16%
10,476
+50
65
$1.58M 0.16%
41,845
66
$1.47M 0.15%
3,533
+216
67
$1.42M 0.14%
15,259
-100
68
$1.34M 0.13%
13,445
+6,605
69
$1.34M 0.13%
9,053
70
$1.31M 0.13%
37,780
+35,985
71
$1.21M 0.12%
2,555
72
$1.18M 0.12%
2,349
+33
73
$1.16M 0.12%
9,412
74
$1.08M 0.11%
14,078
75
$1.07M 0.11%
6,567
1 2
3
4 5