We are live on ! Find out more
BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$12.4B
2
+$40.1M
3
+$16M
4
ULTA icon
Ulta Beauty
ULTA
+$7.27M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.5M

Top Sells

1
+$8.29M
2
+$5.95M
3
+$4.19M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$3.51M
5
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.79M

Sector Composition

1 Technology 28.92%
2 Financials 13%
3 Healthcare 8.21%
4 Industrials 7.47%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-21,290
827
– –
-368
828
– –
-15
829
– –
-46
830
– –
-500
831
– –
-44
832
– –
-17
833
– –
-4
834
– –
-1,928
835
– –
-531
836
– –
-878
837
– –
-3,468
838
– –
-450
839
– –
-2,633
840
– –
-230
841
– –
-7,671
842
– –
-13,507
843
– –
-3,700
844
– –
-79
845
– –
-154
846
– –
-199
847
– –
-804
848
– –
-300
849
– –
-15
850
– –
-1,608
32 33
34
35 36