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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$470K 0.07%
10,132
-1,868
127
$469K 0.07%
2,295
128
$459K 0.07%
9,690
-10
129
$448K 0.07%
14,565
-77
130
$446K 0.07%
9,308
-1,551
131
$440K 0.06%
3,045
132
$431K 0.06%
1,648
-100
133
$429K 0.06%
15,384
-3,275
134
$428K 0.06%
13,296
135
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33,466
-8,190
136
$407K 0.06%
13,012
+11,132
137
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+5,105
138
$398K 0.06%
10,240
-2,940
139
$397K 0.06%
2,345
-5
140
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4,402
141
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142
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143
$388K 0.06%
19,500
144
$383K 0.06%
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145
$382K 0.06%
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146
$381K 0.06%
6,900
147
$377K 0.06%
5,292
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148
$375K 0.06%
10,712
149
$374K 0.06%
2,440
150
$374K 0.06%
4,981
-2,429
4 5
6
7 8