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
826
$7.96K ﹤0.01%
61
+51
827
$7.95K ﹤0.01%
+40
828
$7.86K ﹤0.01%
500
829
$7.85K ﹤0.01%
+333
830
$7.65K ﹤0.01%
+48
831
$7.65K ﹤0.01%
17
832
$7.65K ﹤0.01%
210
833
$7.64K ﹤0.01%
+2,851
834
$7.62K ﹤0.01%
300
835
$7.6K ﹤0.01%
171
836
$7.39K ﹤0.01%
68
-31
837
$7.36K ﹤0.01%
+74
838
$7.13K ﹤0.01%
40
-43
839
$7.12K ﹤0.01%
100
840
$7.05K ﹤0.01%
+110
841
$7K ﹤0.01%
+46
842
$6.97K ﹤0.01%
35
843
$6.95K ﹤0.01%
104
844
$6.79K ﹤0.01%
700
845
$6.66K ﹤0.01%
100
846
$6.56K ﹤0.01%
500
847
$6.54K ﹤0.01%
+27
848
$6.53K ﹤0.01%
350
849
$6.51K ﹤0.01%
100
850
$6.39K ﹤0.01%
+91
32 33
34
35 36