BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
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
+$10.1M
2
+$7.39M
3
+$4.79M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.73M
5
EOG icon
EOG Resources
EOG
+$2.78M

Top Sells

1
+$7.3M
2
+$6.65M
3
+$2.43M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$2.35M
5
NVDA icon
NVIDIA
NVDA
+$2.04M

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
751
$321 ﹤0.01%
142
752
$286 ﹤0.01%
17
753
$274 ﹤0.01%
16
754
$244 ﹤0.01%
10
755
$216 ﹤0.01%
3
756
$170 ﹤0.01%
44
757
$163 ﹤0.01%
4
758
$147 ﹤0.01%
100
759
$139 ﹤0.01%
2
760
$97 ﹤0.01%
4
761
$95 ﹤0.01%
18
762
$92 ﹤0.01%
3
763
$74 ﹤0.01%
4
764
$66 ﹤0.01%
1
765
$59 ﹤0.01%
11
766
$53 ﹤0.01%
30
767
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-2,469
768
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-1,061
769
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-200
770
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771
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772
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773
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774
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-40
775
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-85
29 30
31
32 33