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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.06%
4,524
102
$459K 0.06%
4,743
103
$457K 0.06%
2,129
104
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105
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106
$425K 0.06%
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107
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17,000
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108
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18,418
-2,000
109
$409K 0.06%
2,850
110
$409K 0.06%
10,500
111
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112
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113
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15,312
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114
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115
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116
$401K 0.06%
7,926
117
$395K 0.05%
2,770
118
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119
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120
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121
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122
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3,168
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123
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9,100
124
$367K 0.05%
5,072
125
$365K 0.05%
4,659
3 4
5
6 7