BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
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
+$9.82M
3
+$7.62M
4
MSFT icon
Microsoft
MSFT
+$4.15M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.06M

Top Sells

1
+$4.36M
2
+$4.28M
3
+$3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.84M
5
AAPL icon
Apple
AAPL
+$2.29M

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
1101
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1102
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1103
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1105
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1108
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-300
1109
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1110
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1111
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-4
1112
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1113
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1114
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-34
1115
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1116
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-2,800
1117
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-2
1118
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1119
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-4
1120
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-4
1121
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-50
1122
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-5
1123
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-35
1124
– –
0
1125
– –
-4
43 44
45
46 47