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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$474K 0.05%
7,520
127
$474K 0.05%
4,783
-25
128
$472K 0.05%
2,222
+680
129
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-250
130
$468K 0.05%
4,659
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131
$458K 0.05%
2,262
132
$453K 0.05%
5,807
-49
133
$452K 0.05%
4,524
134
$433K 0.05%
12,137
+6,050
135
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10,500
136
$426K 0.05%
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137
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138
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139
$393K 0.04%
1,574
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140
$382K 0.04%
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141
$380K 0.04%
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142
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144
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146
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147
$361K 0.04%
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148
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10,796
149
$358K 0.04%
5,300
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150
$352K 0.04%
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