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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.09%
6,686
+2,286
102
$1.2M 0.09%
9,128
-178
103
$1.16M 0.09%
6,624
-355
104
$1.15M 0.09%
6,324
-445
105
$1.12M 0.08%
27,782
-3,250
106
$1.09M 0.08%
3,843
-241
107
$1M 0.08%
5,500
108
$1,000K 0.08%
17,355
-90
109
$973K 0.07%
1,251
-21
110
$925K 0.07%
1,662
-115
111
$885K 0.07%
6,680
-100
112
$838K 0.06%
6,587
-160
113
$833K 0.06%
10,446
-38
114
$821K 0.06%
6,707
-2,346
115
$800K 0.06%
1,230
-53
116
$778K 0.06%
6,845
-330
117
$754K 0.06%
17,000
118
$740K 0.06%
16,730
-9,175
119
$737K 0.06%
15,720
120
$733K 0.06%
14,614
-292
121
$708K 0.05%
1,350
122
$702K 0.05%
6,923
-300
123
$699K 0.05%
3,378
124
$671K 0.05%
5,190
-69
125
$668K 0.05%
15,999
3 4
5
6 7