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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$505K 0.05%
7,367
+250
127
$501K 0.05%
5,271
128
$500K 0.05%
7,520
129
$495K 0.05%
9,468
130
$490K 0.05%
11,200
131
$486K 0.05%
5,856
132
$480K 0.05%
4,168
133
$478K 0.05%
3,055
134
$472K 0.05%
2,400
135
$471K 0.05%
10,418
136
$465K 0.05%
9,700
137
$458K 0.05%
5,000
138
$454K 0.05%
2,600
139
$451K 0.05%
+1
140
$435K 0.04%
1,957
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141
$433K 0.04%
1,424
+50
142
$431K 0.04%
9,100
143
$429K 0.04%
10,500
144
$429K 0.04%
13,400
-1,200
145
$417K 0.04%
3,512
-100
146
$414K 0.04%
4,808
+75
147
$411K 0.04%
17,500
148
$397K 0.04%
750
+50
149
$395K 0.04%
600
150
$392K 0.04%
1,542
-50
4 5
6
7 8