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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$843K 0.12%
6,677
+10
77
$806K 0.11%
5,942
78
$805K 0.11%
8,712
79
$777K 0.11%
12,875
-93
80
$743K 0.1%
5,500
81
$719K 0.1%
65,204
-451
82
$704K 0.1%
14,800
83
$664K 0.09%
1,654
84
$614K 0.08%
17,525
-375
85
$611K 0.08%
13,146
-279
86
$589K 0.08%
5,230
+10
87
$581K 0.08%
14,425
-275
88
$580K 0.08%
4,009
-93
89
$577K 0.08%
2,029
90
$557K 0.08%
4,281
-280
91
$551K 0.08%
12,575
+100
92
$540K 0.07%
37,391
93
$534K 0.07%
1,378
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94
$505K 0.07%
13,831
95
$501K 0.07%
7,367
96
$496K 0.07%
6,932
+12
97
$492K 0.07%
13,532
-450
98
$478K 0.07%
441
-8
99
$471K 0.07%
7,012
100
$468K 0.06%
3,055
2 3
4
5 6