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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$655K 0.07%
1,821
+150
102
$655K 0.07%
12,324
-325
103
$649K 0.06%
5,072
104
$649K 0.06%
4,512
+4,400
105
$625K 0.06%
12,138
+867
106
$623K 0.06%
2,129
107
$601K 0.06%
11,772
+370
108
$599K 0.06%
6,865
109
$599K 0.06%
2,900
110
$585K 0.06%
2,262
111
$579K 0.06%
2,100
112
$572K 0.06%
4,150
+20
113
$566K 0.06%
2,770
114
$565K 0.06%
2,200
115
$561K 0.06%
7,012
116
$550K 0.06%
9,715
117
$544K 0.05%
66,105
118
$539K 0.05%
1,500
119
$537K 0.05%
5,175
-200
120
$525K 0.05%
1,320
+320
121
$524K 0.05%
2,583
122
$521K 0.05%
4,549
+560
123
$518K 0.05%
14,154
-6
124
$516K 0.05%
2,734
125
$510K 0.05%
2,850
3 4
5
6 7