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
1026
$542 ﹤0.01%
80
-3
1027
$529 ﹤0.01%
2
-4
1028
$527 ﹤0.01%
+2
1029
$525 ﹤0.01%
100
1030
$498 ﹤0.01%
+35
1031
$494 ﹤0.01%
+228
1032
$482 ﹤0.01%
+3
1033
$459 ﹤0.01%
20
-350
1034
$454 ﹤0.01%
33
1035
$453 ﹤0.01%
250
1036
$432 ﹤0.01%
+9
1037
$431 ﹤0.01%
+2
1038
$385 ﹤0.01%
10
1039
$364 ﹤0.01%
+2
1040
$350 ﹤0.01%
1
1041
$347 ﹤0.01%
25
1042
$342 ﹤0.01%
+6
1043
$338 ﹤0.01%
3
-11
1044
$336 ﹤0.01%
4
-20
1045
$333 ﹤0.01%
+3
1046
$330 ﹤0.01%
+4
1047
$304 ﹤0.01%
+40
1048
$298 ﹤0.01%
1
-4
1049
$297 ﹤0.01%
40
1050
$272 ﹤0.01%
+6
40 41
42
43 44