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
$1.45B
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$15.8M
3
+$8.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.1M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.43M

Top Sells

1
+$8.29M
2
+$5.94M
3
+$4.19M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$3.45M
5
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.73M

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
901
– –
-41,679
902
– –
-93
903
– –
-932
904
– –
-1,793
905
– –
-500
906
– –
-40
907
– –
-110
908
– –
-8
909
– –
-330
910
– –
-2
911
– –
-605
912
– –
-1,160
913
– –
-600
914
– –
-837
915
– –
-88
916
– –
-100
917
– –
-817
918
– –
-1,560
919
– –
-1,000
920
– –
-1,364
921
– –
-695
922
– –
-9,233
923
– –
-10
924
– –
-1,680
925
– –
-100
35 36
37
38 39