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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
+$12.4B
2
+$40.1M
3
+$16M
4
ULTA icon
Ulta Beauty
ULTA
+$7.27M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.5M

Top Sells

1
+$8.29M
2
+$5.95M
3
+$4.19M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$3.51M
5
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.79M

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
1026
– –
-500
1027
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1028
– –
-26,572
1029
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-2
1030
– –
-2,000
1031
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-73
1032
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-80
1033
– –
-636
1034
– –
-1,610
1035
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-1
1036
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-1,835
1037
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-141
1038
– –
-8,363
1039
– –
-2,293
1040
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-422
1041
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-65
1042
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-305
1043
– –
-4,365
1044
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-14,641
1045
– –
-308
1046
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-50
1047
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1048
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1049
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1050
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-527
40 41
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43 44