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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$581K 0.06%
1,671
+65
102
$576K 0.06%
11,402
-620
103
$565K 0.06%
2,129
104
$560K 0.06%
4,130
105
$535K 0.06%
3,612
+73
106
$534K 0.06%
+2,200
107
$529K 0.06%
14,160
108
$529K 0.06%
4,905
109
$515K 0.06%
4,359
110
$511K 0.06%
9,715
-345
111
$510K 0.06%
7,012
112
$500K 0.06%
5,271
113
$497K 0.06%
2,770
114
$497K 0.06%
+1,500
115
$485K 0.05%
2,583
116
$482K 0.05%
2,850
117
$479K 0.05%
2,734
118
$476K 0.05%
+2,900
119
$472K 0.05%
10,418
120
$472K 0.05%
2,400
121
$471K 0.05%
3,718
-212
122
$467K 0.05%
4,168
123
$466K 0.05%
9,468
124
$464K 0.05%
3,055
125
$459K 0.05%
2,262
3 4
5
6 7