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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.11%
+14,800
77
$1.02M 0.11%
6,667
+100
78
$979K 0.1%
12,968
+3,500
79
$929K 0.1%
7,144
-198
80
$908K 0.1%
5,141
-47,355
81
$892K 0.09%
5,500
82
$881K 0.09%
20,418
+10,000
83
$842K 0.09%
17,900
+4,000
84
$811K 0.09%
1,654
-5
85
$778K 0.08%
15,900
86
$768K 0.08%
7,367
+763
87
$755K 0.08%
4,561
88
$753K 0.08%
38,407
89
$740K 0.08%
66,105
90
$731K 0.08%
2,046
+225
91
$712K 0.08%
2,941
92
$712K 0.08%
14,700
+5,000
93
$701K 0.07%
1,458
-100
94
$687K 0.07%
6,920
-719
95
$670K 0.07%
12,475
+2,760
96
$661K 0.07%
947
-12,661
97
$652K 0.07%
20,804
-327
98
$643K 0.07%
5,220
99
$636K 0.07%
7,926
100
$632K 0.07%
460
-14
2 3
4
5 6