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
51
$7.34M 0.5%
113,232
-8,228
52
$7.14M 0.49%
118,121
+5,418
53
$6.88M 0.47%
94,757
+1,896
54
$6.87M 0.47%
173,030
+6,681
55
$6.58M 0.45%
55,255
+6,467
56
$6.3M 0.43%
54,805
+7,247
57
$5.85M 0.4%
43,562
+3,259
58
$5.77M 0.39%
9,897
+90
59
$4.69M 0.32%
8,429
-356
60
$4.69M 0.32%
62,445
+1,112
61
$4.57M 0.31%
284,929
-2,200
62
$4.47M 0.3%
49,695
63
$4.34M 0.3%
35,689
+3,775
64
$4.19M 0.29%
21,290
-970
65
$4.18M 0.29%
8,997
+11
66
$4.12M 0.28%
+92,043
67
$3.69M 0.25%
+155,585
68
$3.63M 0.25%
13,119
-157
69
$3.54M 0.24%
5,725
-33
70
$3.47M 0.24%
48,280
+417
71
$3.42M 0.23%
9,455
+96
72
$3.41M 0.23%
5,933
+1,640
73
$3.36M 0.23%
40,818
-1,447
74
$3.33M 0.23%
52,575
-2,258
75
$3.22M 0.22%
150,314
+4,559
1 2
3
4 5