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
1051
$270 ﹤0.01%
+2
1052
$249 ﹤0.01%
+2
1053
$249 ﹤0.01%
+14
1054
$245 ﹤0.01%
20
1055
$242 ﹤0.01%
+2
1056
$240 ﹤0.01%
60
1057
$230 ﹤0.01%
+1
1058
$230 ﹤0.01%
+5
1059
$223 ﹤0.01%
7
-31
1060
$211 ﹤0.01%
100
1061
$203 ﹤0.01%
2
-2
1062
$202 ﹤0.01%
+6
1063
$193 ﹤0.01%
18
-621
1064
$162 ﹤0.01%
10
1065
$157 ﹤0.01%
14
1066
$154 ﹤0.01%
14
-83
1067
$136 ﹤0.01%
100
1068
$108 ﹤0.01%
+2
1069
$100 ﹤0.01%
5
1070
$87 ﹤0.01%
4
1071
$85 ﹤0.01%
1
1072
$57 ﹤0.01%
1
-999
1073
$57 ﹤0.01%
18
1074
$54 ﹤0.01%
4
1075
$53 ﹤0.01%
1
41 42
43
44 45