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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.82M
3
+$7.62M
4
MSFT icon
Microsoft
MSFT
+$4.15M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.06M

Top Sells

1
+$4.36M
2
+$4.28M
3
+$3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.84M
5
AAPL icon
Apple
AAPL
+$2.29M

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
801
$9.79K ﹤0.01%
+216
802
$9.78K ﹤0.01%
+120
803
$9.54K ﹤0.01%
+135
804
$9.5K ﹤0.01%
+150
805
$9.42K ﹤0.01%
+58
806
$9.23K ﹤0.01%
220
807
$9.23K ﹤0.01%
+205
808
$9.2K ﹤0.01%
70
-16
809
$9.11K ﹤0.01%
+932
810
$9.09K ﹤0.01%
475
811
$8.97K ﹤0.01%
570
812
$8.97K ﹤0.01%
+78
813
$8.94K ﹤0.01%
+208
814
$8.91K ﹤0.01%
264
+233
815
$8.83K ﹤0.01%
+40
816
$8.76K ﹤0.01%
+85
817
$8.62K ﹤0.01%
160
818
$8.62K ﹤0.01%
+66
819
$8.58K ﹤0.01%
+886
820
$8.1K ﹤0.01%
60
821
$8.1K ﹤0.01%
+361
822
$8.09K ﹤0.01%
+74
823
$8.05K ﹤0.01%
65
824
$8.01K ﹤0.01%
+46
825
$7.98K ﹤0.01%
400
31 32
33
34 35