BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$15.8M
3
+$8.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.1M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.43M

Top Sells

1
+$8.29M
2
+$5.94M
3
+$4.19M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$3.45M
5
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.73M

Sector Composition

1 Technology 28.92%
2 Financials 13%
3 Healthcare 8.21%
4 Industrials 7.47%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-444
1002
– –
-1,581
1003
– –
-400
1004
– –
-3,343
1005
– –
-4,524
1006
– –
-242
1007
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-214
1008
– –
-90
1009
– –
-175
1010
– –
-175
1011
– –
-38
1012
– –
-149
1013
– –
-583
1014
– –
-342
1015
– –
-3,000
1016
– –
-7,000
1017
– –
-279
1018
– –
-40
1019
– –
-171
1020
– –
-561
1021
– –
-250
1022
– –
-511
1023
– –
-25
1024
– –
-347
1025
– –
-389
39 40
41
42 43