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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$458K 0.05%
5,856
+100
127
$450K 0.05%
9,700
128
$441K 0.05%
7,117
129
$436K 0.05%
3,989
-177
130
$432K 0.05%
1,592
-350
131
$431K 0.05%
2,600
132
$430K 0.05%
+2,100
133
$414K 0.05%
9,100
134
$411K 0.05%
1,850
+900
135
$410K 0.05%
1,872
+264
136
$410K 0.05%
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137
$407K 0.05%
4,733
138
$406K 0.05%
600
139
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1,250
140
$397K 0.04%
12,113
-6,158
141
$392K 0.04%
10,500
142
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1,200
143
$377K 0.04%
14,600
144
$372K 0.04%
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145
$371K 0.04%
17,500
146
$365K 0.04%
7,520
147
$359K 0.04%
129
-18
148
$358K 0.04%
1,000
149
$352K 0.04%
5,000
-1,140
150
$352K 0.04%
1,374
4 5
6
7 8