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
901
$3.55K ﹤0.01%
+262
902
$3.54K ﹤0.01%
650
903
$3.53K ﹤0.01%
+37
904
$3.51K ﹤0.01%
99
905
$3.49K ﹤0.01%
50
906
$3.35K ﹤0.01%
88
+38
907
$3.35K ﹤0.01%
50
908
$3.35K ﹤0.01%
+10
909
$3.32K ﹤0.01%
+44
910
$3.31K ﹤0.01%
1,125
911
$3.26K ﹤0.01%
25
+5
912
$3.24K ﹤0.01%
17
-5
913
$3.15K ﹤0.01%
+3
914
$3.03K ﹤0.01%
+93
915
$3.02K ﹤0.01%
70
916
$3K ﹤0.01%
101
+92
917
$2.99K ﹤0.01%
45
-11
918
$2.95K ﹤0.01%
33
919
$2.93K ﹤0.01%
+110
920
$2.82K ﹤0.01%
50
921
$2.79K ﹤0.01%
100
922
$2.77K ﹤0.01%
+74
923
$2.7K ﹤0.01%
+21
924
$2.68K ﹤0.01%
+66
925
$2.65K ﹤0.01%
+32
35 36
37
38 39