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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$841K 0.09%
1,558
77
$827K 0.09%
13,425
78
$786K 0.09%
37,950
-7,050
79
$781K 0.09%
1,624
+19
80
$775K 0.09%
4,583
81
$757K 0.08%
9,348
-2,490
82
$752K 0.08%
15,900
83
$731K 0.08%
6,550
-855
84
$719K 0.08%
39,197
+12,791
85
$707K 0.08%
14,142
86
$691K 0.08%
5,220
87
$689K 0.08%
13,900
88
$685K 0.08%
6,840
-7,650
89
$683K 0.08%
2,941
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90
$676K 0.08%
12,649
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91
$675K 0.07%
5,072
92
$666K 0.07%
3,130
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93
$651K 0.07%
7,926
94
$640K 0.07%
465
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95
$633K 0.07%
66,105
96
$631K 0.07%
7,639
97
$627K 0.07%
21,131
98
$601K 0.07%
11,271
99
$598K 0.07%
6,865
100
$583K 0.06%
5,375
-38
2 3
4
5 6