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
1001
$1.15K ﹤0.01%
+19
1002
$1.13K ﹤0.01%
100
1003
$1.11K ﹤0.01%
+15
1004
$1.08K ﹤0.01%
22
-7
1005
$1.07K ﹤0.01%
250
1006
$1.03K ﹤0.01%
10
1007
$1.01K ﹤0.01%
142
1008
$999 ﹤0.01%
+79
1009
$991 ﹤0.01%
+9
1010
$978 ﹤0.01%
+20
1011
$936 ﹤0.01%
10
-9
1012
$888 ﹤0.01%
+1
1013
$824 ﹤0.01%
+4
1014
$811 ﹤0.01%
45
1015
$797 ﹤0.01%
+9
1016
$769 ﹤0.01%
5
-1
1017
$762 ﹤0.01%
+38
1018
$741 ﹤0.01%
561
1019
$739 ﹤0.01%
+3
1020
$708 ﹤0.01%
+6
1021
$704 ﹤0.01%
14
-14
1022
$648 ﹤0.01%
+13
1023
$593 ﹤0.01%
+20
1024
$574 ﹤0.01%
+6
1025
$564 ﹤0.01%
+12
39 40
41
42 43