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
976
$1.56K ﹤0.01%
7
-20
977
$1.54K ﹤0.01%
+99
978
$1.53K ﹤0.01%
+30
979
$1.52K ﹤0.01%
+33
980
$1.5K ﹤0.01%
+9
981
$1.48K ﹤0.01%
+101
982
$1.47K ﹤0.01%
29
983
$1.45K ﹤0.01%
13
+4
984
$1.44K ﹤0.01%
71
985
$1.44K ﹤0.01%
+32
986
$1.44K ﹤0.01%
+8
987
$1.44K ﹤0.01%
+86
988
$1.43K ﹤0.01%
+43
989
$1.43K ﹤0.01%
+42
990
$1.42K ﹤0.01%
65
991
$1.39K ﹤0.01%
+26
992
$1.37K ﹤0.01%
+35
993
$1.36K ﹤0.01%
42
+39
994
$1.33K ﹤0.01%
191
995
$1.31K ﹤0.01%
+8
996
$1.24K ﹤0.01%
+20
997
$1.23K ﹤0.01%
+14
998
$1.23K ﹤0.01%
+34
999
$1.18K ﹤0.01%
25
1000
$1.17K ﹤0.01%
7
38 39
40
41 42