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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$796 ﹤0.01%
4
727
$777 ﹤0.01%
10
728
$771 ﹤0.01%
25
729
$736 ﹤0.01%
8
730
$736 ﹤0.01%
5
731
$720 ﹤0.01%
6
732
$691 ﹤0.01%
32
733
$685 ﹤0.01%
20
734
$685 ﹤0.01%
439
735
$657 ﹤0.01%
1
736
$626 ﹤0.01%
27
737
$533 ﹤0.01%
81
+1
738
$522 ﹤0.01%
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739
$513 ﹤0.01%
561
740
$473 ﹤0.01%
40
741
$463 ﹤0.01%
70
742
$442 ﹤0.01%
50
743
$438 ﹤0.01%
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744
$427 ﹤0.01%
34
745
$414 ﹤0.01%
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746
$386 ﹤0.01%
10
747
$378 ﹤0.01%
250
748
$352 ﹤0.01%
10
749
$347 ﹤0.01%
25
-2,000
750
$330 ﹤0.01%
20
28 29
30
31 32