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
1076
$43 ﹤0.01%
30
1077
$28 ﹤0.01%
2
1078
$21 ﹤0.01%
+1
1079
$14 ﹤0.01%
3
1080
– –
-24
1081
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-13
1082
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-1
1083
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-1
1084
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-1
1085
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-8
1086
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-14
1087
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-2
1088
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-36
1089
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-18
1090
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-51
1091
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-30
1092
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-300
1093
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-4
1094
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-7
1095
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-4
1096
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-17
1097
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-64
1098
– –
-34
1099
– –
-20
1100
– –
-2,800
42 43
44
45 46