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
876
$4.91K ﹤0.01%
125
877
$4.9K ﹤0.01%
+52
878
$4.81K ﹤0.01%
136
879
$4.65K ﹤0.01%
103
+4
880
$4.59K ﹤0.01%
98
-73
881
$4.5K ﹤0.01%
400
882
$4.38K ﹤0.01%
+241
883
$4.34K ﹤0.01%
+15
884
$4.21K ﹤0.01%
+1
885
$4.17K ﹤0.01%
100
886
$4.17K ﹤0.01%
+65
887
$4.17K ﹤0.01%
75
888
$4.14K ﹤0.01%
200
889
$4.05K ﹤0.01%
15
-1
890
$4.02K ﹤0.01%
28
+23
891
$4.01K ﹤0.01%
+30
892
$3.96K ﹤0.01%
300
-10
893
$3.9K ﹤0.01%
+51
894
$3.85K ﹤0.01%
+20
895
$3.81K ﹤0.01%
+44
896
$3.74K ﹤0.01%
+18
897
$3.69K ﹤0.01%
22
-51
898
$3.69K ﹤0.01%
400
-62
899
$3.68K ﹤0.01%
+11
900
$3.67K ﹤0.01%
650
34 35
36
37 38