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
776
$11.3K ﹤0.01%
126
-14
777
$11.3K ﹤0.01%
247
778
$11.2K ﹤0.01%
80
-40
779
$11.1K ﹤0.01%
+225
780
$11.1K ﹤0.01%
+579
781
$11K ﹤0.01%
+180
782
$11K ﹤0.01%
69
-47
783
$10.9K ﹤0.01%
+290
784
$10.9K ﹤0.01%
100
785
$10.9K ﹤0.01%
+86
786
$10.9K ﹤0.01%
125
787
$10.8K ﹤0.01%
+221
788
$10.7K ﹤0.01%
+71
789
$10.6K ﹤0.01%
+41
790
$10.6K ﹤0.01%
110
791
$10.5K ﹤0.01%
+98
792
$10.5K ﹤0.01%
+131
793
$10.4K ﹤0.01%
250
794
$10.3K ﹤0.01%
+443
795
$10.3K ﹤0.01%
200
796
$10.3K ﹤0.01%
+38
797
$10.2K ﹤0.01%
+106
798
$9.9K ﹤0.01%
20
+19
799
$9.85K ﹤0.01%
+108
800
$9.82K ﹤0.01%
1,000
30 31
32
33 34