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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.22M 0.22%
5,628
+228
77
$3.16M 0.22%
15,760
+65
78
$3.06M 0.21%
+130,231
79
$2.96M 0.2%
57,923
-2,368
80
$2.93M 0.2%
23,826
+879
81
$2.89M 0.2%
+107,546
82
$2.84M 0.19%
+7,308
83
$2.16M 0.15%
+35,927
84
$2.15M 0.15%
+45,807
85
$2.04M 0.14%
44,570
-228
86
$1.97M 0.13%
9,960
+3,666
87
$1.95M 0.13%
89,521
88
$1.91M 0.13%
7,303
+94
89
$1.89M 0.13%
25,084
+735
90
$1.88M 0.13%
4,645
+2,403
91
$1.87M 0.13%
2,111
+846
92
$1.87M 0.13%
12,613
+143
93
$1.81M 0.12%
19,807
-49
94
$1.75M 0.12%
5,430
+1,708
95
$1.74M 0.12%
48,830
-318
96
$1.67M 0.11%
13,349
+203
97
$1.6M 0.11%
+8,313
98
$1.57M 0.11%
+41,881
99
$1.55M 0.11%
8,968
+2,438
100
$1.54M 0.11%
45,600
-2,860
2 3
4
5 6