BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.04M
3
+$8.65M
4
VEEV icon
Veeva Systems
VEEV
+$8.13M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$3.17M

Top Sells

1
+$18.8M
2
+$12.3M
3
+$10M
4
NVO icon
Novo Nordisk
NVO
+$8.7M
5
PLD icon
Prologis
PLD
+$7.99M

Sector Composition

1 Technology 29.97%
2 Financials 12.45%
3 Industrials 8.12%
4 Consumer Discretionary 7.55%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.46M 0.49%
28,627
-434
52
$7.42M 0.48%
143,779
-1,325
53
$7.39M 0.48%
48,087
-2,341
54
$6.99M 0.46%
23,328
-1,004
55
$6.13M 0.4%
36,746
-425
56
$5.9M 0.38%
48,570
57
$4.49M 0.29%
31,980
-131,763
58
$4.47M 0.29%
260,603
-5,400
59
$4.46M 0.29%
35,148
-1,095
60
$4.41M 0.29%
27,201
-250
61
$4.34M 0.28%
33,850
-3,794
62
$4.04M 0.26%
48,173
-149,889
63
$4.02M 0.26%
5,475
-34
64
$3.82M 0.25%
6,235
-122
65
$3.51M 0.23%
168,837
-1,517
66
$3.42M 0.22%
51,716
-2,104
67
$3.39M 0.22%
30,196
-745
68
$3.29M 0.21%
15,764
-272
69
$3.26M 0.21%
6,539
-932
70
$3.17M 0.21%
10,816
-44
71
$3.11M 0.2%
7,944
-50
72
$2.9M 0.19%
55,595
73
$2.86M 0.19%
8,657
-89
74
$2.8M 0.18%
7,561
-350
75
$2.79M 0.18%
34,875
1 2
3
4 5