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
$1.16B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.72M
3
+$1.61M
4
ZTS icon
Zoetis
ZTS
+$993K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$876K

Top Sells

1
+$3.59M
2
+$3.22M
3
+$2.78M
4
MSFT icon
Microsoft
MSFT
+$2.19M
5
EL icon
Estee Lauder
EL
+$1.66M

Sector Composition

1 Technology 25.06%
2 Healthcare 12.85%
3 Financials 12.05%
4 Consumer Staples 8.19%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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-19
777
– –
-11
778
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-817
779
– –
-34
780
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-50
781
– –
-57,610
782
– –
-200
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