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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.18%
7,999
-1,843
77
$1.19M 0.18%
10,265
-1,711
78
$1.17M 0.17%
17,525
79
$1.14M 0.17%
3,872
-889
80
$1.12M 0.16%
8,413
+22
81
$1.11M 0.16%
8,449
-156
82
$1.08M 0.16%
15,659
-10,536
83
$1.03M 0.15%
9,968
-71,844
84
$961K 0.14%
11,728
-23
85
$958K 0.14%
4,205
-50
86
$956K 0.14%
7,546
-1,736
87
$937K 0.14%
44,395
88
$925K 0.14%
15,846
89
$858K 0.13%
7,364
+124
90
$844K 0.12%
33,054
-7,442
91
$839K 0.12%
21,618
92
$826K 0.12%
10,516
-5
93
$803K 0.12%
14,746
+257
94
$784K 0.12%
32,216
-437
95
$759K 0.11%
23,000
+16,500
96
$753K 0.11%
29,241
97
$738K 0.11%
39,935
-1,800
98
$729K 0.11%
4,946
-1,111
99
$712K 0.1%
9,739
-135
100
$709K 0.1%
5,320
-126
2 3
4
5 6