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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.29%
52,552
+15,800
52
$2.59M 0.27%
25,947
+12,502
53
$2.58M 0.27%
19,531
-1,575
54
$2.53M 0.27%
4,283
+287
55
$2.41M 0.26%
4,406
-801
56
$2.29M 0.24%
28,798
-34,882
57
$2.27M 0.24%
54,845
+13,000
58
$2.17M 0.23%
6,045
-42
59
$2.14M 0.23%
43,640
-58
60
$2.08M 0.22%
12,855
+7,800
61
$1.75M 0.19%
17,279
+1,500
62
$1.71M 0.18%
7,980
-17
63
$1.7M 0.18%
3,339
+990
64
$1.67M 0.18%
12,180
+1,704
65
$1.66M 0.18%
3,520
-6
66
$1.46M 0.15%
3,555
+1,000
67
$1.37M 0.15%
+11,600
68
$1.36M 0.14%
4,548
+1,015
69
$1.35M 0.14%
6,055
-486
70
$1.3M 0.14%
13,259
-2,000
71
$1.26M 0.13%
9,412
72
$1.24M 0.13%
45,320
+12,760
73
$1.21M 0.13%
+10,200
74
$1.11M 0.12%
14,033
-45
75
$1.1M 0.12%
8,815
-238
1 2
3
4 5