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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.1%
1,558
77
$981K 0.1%
7,342
-301
78
$972K 0.1%
13,425
79
$958K 0.1%
32,560
-5,390
80
$945K 0.09%
5,500
81
$873K 0.09%
15,900
82
$861K 0.09%
4,561
-22
83
$859K 0.09%
1,659
+35
84
$834K 0.08%
7,926
85
$804K 0.08%
474
+9
86
$800K 0.08%
8,995
-2,435
87
$799K 0.08%
2,941
88
$795K 0.08%
6,604
+54
89
$794K 0.08%
8,218
-1,130
90
$783K 0.08%
7,639
91
$781K 0.08%
3,472
+342
92
$746K 0.07%
5,220
93
$736K 0.07%
38,407
-790
94
$706K 0.07%
21,131
95
$700K 0.07%
+27,119
96
$687K 0.07%
13,887
-255
97
$684K 0.07%
5,055
+150
98
$679K 0.07%
13,900
99
$678K 0.07%
4,814
+455
100
$673K 0.07%
8,869
+4,200
2 3
4
5 6