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
751
$300 ﹤0.01%
20
752
$258 ﹤0.01%
+4
753
$257 ﹤0.01%
100
754
$216 ﹤0.01%
2
755
$216 ﹤0.01%
+4
756
$215 ﹤0.01%
60
757
$215 ﹤0.01%
+12
758
$214 ﹤0.01%
+4
759
$188 ﹤0.01%
14
760
$187 ﹤0.01%
+2
761
$185 ﹤0.01%
+29
762
$161 ﹤0.01%
10
763
$156 ﹤0.01%
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764
$142 ﹤0.01%
100
765
$132 ﹤0.01%
+3
766
$122 ﹤0.01%
1
767
$117 ﹤0.01%
5
768
$112 ﹤0.01%
+8
769
$94 ﹤0.01%
+4
770
$90 ﹤0.01%
+4
771
$83 ﹤0.01%
+5
772
$74 ﹤0.01%
4
773
$73 ﹤0.01%
+10
774
$66 ﹤0.01%
4
775
$55 ﹤0.01%
1
-17
29 30
31
32 33