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
951
$1.94K ﹤0.01%
860
952
$1.93K ﹤0.01%
51
-2
953
$1.9K ﹤0.01%
+83
954
$1.89K ﹤0.01%
48
-12
955
$1.86K ﹤0.01%
+38
956
$1.84K ﹤0.01%
27
-23
957
$1.82K ﹤0.01%
+20
958
$1.81K ﹤0.01%
+48
959
$1.79K ﹤0.01%
+11
960
$1.78K ﹤0.01%
+95
961
$1.77K ﹤0.01%
1,000
962
$1.75K ﹤0.01%
+13
963
$1.73K ﹤0.01%
300
-15
964
$1.72K ﹤0.01%
+22
965
$1.71K ﹤0.01%
+11
966
$1.71K ﹤0.01%
+7
967
$1.7K ﹤0.01%
50
968
$1.69K ﹤0.01%
38
969
$1.67K ﹤0.01%
+16
970
$1.67K ﹤0.01%
20
-390
971
$1.65K ﹤0.01%
+7
972
$1.61K ﹤0.01%
+20
973
$1.6K ﹤0.01%
+36
974
$1.58K ﹤0.01%
+20
975
$1.56K ﹤0.01%
104
37 38
39
40 41