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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$613K 0.07%
13,292
-595
102
$612K 0.06%
12,353
+215
103
$593K 0.06%
1,963
+463
104
$566K 0.06%
7,012
105
$562K 0.06%
5,072
106
$561K 0.06%
4,743
-71
107
$558K 0.06%
3,055
108
$556K 0.06%
11,582
-190
109
$555K 0.06%
11,702
-622
110
$547K 0.06%
6,615
-250
111
$535K 0.06%
2,129
112
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2,210
-1,262
113
$534K 0.06%
7,367
114
$529K 0.06%
1
115
$522K 0.06%
15,254
+1,100
116
$512K 0.05%
1,412
+92
117
$512K 0.05%
2,770
118
$502K 0.05%
2,583
119
$501K 0.05%
2,850
120
$495K 0.05%
5,271
121
$493K 0.05%
4,512
122
$478K 0.05%
4,712
-463
123
$478K 0.05%
4,429
-120
124
$475K 0.05%
4,763
-3,455
125
$475K 0.05%
9,100
3 4
5
6 7