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
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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768
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-1,061
769
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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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775
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-85
29 30
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32 33