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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.1%
14,246
+12,543
102
$1.49M 0.1%
6,087
+42
103
$1.49M 0.1%
6,104
-125
104
$1.47M 0.1%
8,980
+674
105
$1.46M 0.1%
5,915
-10
106
$1.45M 0.1%
+18,853
107
$1.41M 0.1%
+16,929
108
$1.4M 0.1%
+27,225
109
$1.4M 0.1%
12,780
110
$1.39M 0.09%
12,987
-330
111
$1.35M 0.09%
15,361
-1,213
112
$1.31M 0.09%
+26,877
113
$1.28M 0.09%
+38,551
114
$1.27M 0.09%
12,671
-460
115
$1.26M 0.09%
17,532
+177
116
$1.24M 0.08%
5,609
+4,660
117
$1.18M 0.08%
3,215
+2,961
118
$1.14M 0.08%
10,026
+3,532
119
$1.14M 0.08%
1,942
+361
120
$1.12M 0.08%
38,677
+2,483
121
$1.12M 0.08%
+33,880
122
$1.11M 0.08%
+28,359
123
$1.1M 0.07%
174,130
+5,500
124
$1.09M 0.07%
5,500
125
$1.05M 0.07%
22,082
-2,150
3 4
5
6 7