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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$707K 0.1%
3,149
-661
102
$672K 0.1%
6,131
-133
103
$633K 0.09%
5,500
104
$629K 0.09%
11,219
-2,836
105
$611K 0.09%
14,366
106
$604K 0.09%
15,378
107
$598K 0.09%
9,854
-2,605
108
$580K 0.09%
21,131
109
$579K 0.09%
10,156
110
$577K 0.09%
11,009
111
$576K 0.08%
4,789
-1,110
112
$570K 0.08%
20,240
-2,273
113
$562K 0.08%
8,545
-4,683
114
$542K 0.08%
6,459
-1,356
115
$542K 0.08%
1,528
116
$532K 0.08%
17,900
-400
117
$529K 0.08%
306
118
$522K 0.08%
1,972
-73
119
$511K 0.08%
14,900
120
$504K 0.07%
600
121
$493K 0.07%
3,300
-25
122
$492K 0.07%
18,740
-1,516
123
$491K 0.07%
11,455
-4,899
124
$481K 0.07%
621
125
$478K 0.07%
6,665
3 4
5
6 7