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
851
$6.36K ﹤0.01%
+77
852
$6.36K ﹤0.01%
+25
853
$6.32K ﹤0.01%
+76
854
$6.3K ﹤0.01%
+2
855
$6.3K ﹤0.01%
300
856
$6.08K ﹤0.01%
55
857
$6.08K ﹤0.01%
150
858
$6.07K ﹤0.01%
75
859
$6.04K ﹤0.01%
520
+137
860
$5.9K ﹤0.01%
73
+1
861
$5.88K ﹤0.01%
+28
862
$5.85K ﹤0.01%
+276
863
$5.84K ﹤0.01%
100
864
$5.71K ﹤0.01%
+46
865
$5.66K ﹤0.01%
200
866
$5.54K ﹤0.01%
+70
867
$5.38K ﹤0.01%
399
868
$5.38K ﹤0.01%
+90
869
$5.35K ﹤0.01%
150
-175
870
$5.27K ﹤0.01%
+53
871
$5.23K ﹤0.01%
80
+8
872
$5K ﹤0.01%
750
873
$4.98K ﹤0.01%
+39
874
$4.95K ﹤0.01%
100
875
$4.94K ﹤0.01%
70