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
51
$6.62M 0.52%
166,349
-941
52
$6.59M 0.51%
16,189
-165
53
$6.56M 0.51%
112,703
+2,898
54
$6.37M 0.5%
92,861
+1,561
55
$5.06M 0.39%
47,558
-1,516
56
$4.95M 0.39%
8,785
-175
57
$4.78M 0.37%
40,303
-1,193
58
$4.72M 0.37%
9,807
-232
59
$4.66M 0.36%
287,129
60
$4.6M 0.36%
22,260
-117
61
$4.42M 0.34%
61,333
-253
62
$4.21M 0.33%
8,986
+4
63
$4.12M 0.32%
55,594
-2,565
64
$4M 0.31%
49,695
65
$3.23M 0.25%
31,914
-409
66
$3.18M 0.25%
9,359
-343
67
$3.18M 0.25%
5,758
-256
68
$3.17M 0.25%
13,276
-1,100
69
$3.05M 0.24%
47,863
-265
70
$3.01M 0.23%
54,833
71
$3M 0.23%
42,265
-1,085
72
$2.89M 0.23%
22,947
-2,633
73
$2.88M 0.22%
145,755
+14,688
74
$2.86M 0.22%
15,695
-61,220
75
$2.75M 0.21%
60,291
-8,134
1 2
3
4 5