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
$1.45B
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
1026
– –
-18
1027
– –
-71
1028
– –
-100
1029
– –
-243
1030
– –
-43
1031
– –
-123
1032
– –
-886
1033
– –
-2,967
1034
– –
-4,000
1035
– –
-6
1036
– –
-240
1037
– –
-20
1038
– –
-100
1039
– –
-2,168
1040
– –
-28,481
1041
– –
-100
1042
– –
-85
1043
– –
-241
1044
– –
-1,600
1045
– –
-22
1046
– –
-1,295
1047
– –
-16,800
1048
– –
-200
1049
– –
-38
1050
– –
-29
40 41
42
43 44