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
726
$900 ﹤0.01%
10
727
$845 ﹤0.01%
66
-1
728
$841 ﹤0.01%
1,000
729
$777 ﹤0.01%
45
730
$697 ﹤0.01%
5
-6
731
$645 ﹤0.01%
20
732
$584 ﹤0.01%
+1
733
$572 ﹤0.01%
561
734
$557 ﹤0.01%
83
+3
735
$542 ﹤0.01%
+1
736
$541 ﹤0.01%
100
737
$519 ﹤0.01%
+4
738
$507 ﹤0.01%
+33
739
$465 ﹤0.01%
10
740
$414 ﹤0.01%
+7
741
$414 ﹤0.01%
+2
742
$398 ﹤0.01%
+4
743
$386 ﹤0.01%
250
744
$370 ﹤0.01%
9
-18
745
$366 ﹤0.01%
40
746
$354 ﹤0.01%
+2
747
$354 ﹤0.01%
1
748
$335 ﹤0.01%
10
749
$330 ﹤0.01%
25
750
$319 ﹤0.01%
11
+1
28 29
30
31 32