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
726
$16.5K ﹤0.01%
817
727
$16.1K ﹤0.01%
1,523
+138
728
$16.1K ﹤0.01%
100
+38
729
$16K ﹤0.01%
+82
730
$15.7K ﹤0.01%
+347
731
$15.7K ﹤0.01%
500
732
$15.6K ﹤0.01%
+141
733
$15.5K ﹤0.01%
+147
734
$15.2K ﹤0.01%
300
+180
735
$14.9K ﹤0.01%
+39
736
$14.8K ﹤0.01%
+289
737
$14.7K ﹤0.01%
+335
738
$14.7K ﹤0.01%
+72
739
$14.7K ﹤0.01%
29
+15
740
$14.6K ﹤0.01%
338
741
$14.6K ﹤0.01%
1,875
742
$14.5K ﹤0.01%
+491
743
$14.4K ﹤0.01%
75
744
$14.4K ﹤0.01%
700
745
$14.3K ﹤0.01%
464
746
$14.2K ﹤0.01%
+35
747
$14.2K ﹤0.01%
1,725
+121
748
$14.2K ﹤0.01%
200
749
$13.8K ﹤0.01%
+169
750
$13.8K ﹤0.01%
500