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
751
$13.4K ﹤0.01%
1,200
752
$13.1K ﹤0.01%
+195
753
$13.1K ﹤0.01%
+423
754
$13K ﹤0.01%
+435
755
$13K ﹤0.01%
115
-4
756
$12.9K ﹤0.01%
+366
757
$12.8K ﹤0.01%
450
-350
758
$12.8K ﹤0.01%
+371
759
$12.7K ﹤0.01%
360
760
$12.7K ﹤0.01%
250
761
$12.5K ﹤0.01%
608
762
$12.4K ﹤0.01%
372
763
$12.3K ﹤0.01%
50
764
$12.3K ﹤0.01%
36
765
$12.2K ﹤0.01%
+142
766
$12.1K ﹤0.01%
150
767
$12.1K ﹤0.01%
234
768
$12K ﹤0.01%
+237
769
$12K ﹤0.01%
+99
770
$11.9K ﹤0.01%
285
771
$11.7K ﹤0.01%
259
+109
772
$11.7K ﹤0.01%
+578
773
$11.7K ﹤0.01%
+36
774
$11.6K ﹤0.01%
500
-2,125
775
$11.5K ﹤0.01%
199
+33
29 30
31
32 33