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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.05%
5,807
127
$348K 0.05%
1,508
128
$343K 0.05%
5,615
-1,000
129
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130
$337K 0.05%
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131
$335K 0.05%
2,605
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132
$328K 0.05%
7,380
-140
133
$327K 0.05%
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134
$325K 0.04%
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135
$324K 0.04%
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136
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2,205
-36
137
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138
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139
$313K 0.04%
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140
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141
$303K 0.04%
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142
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143
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14,100
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144
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145
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893
146
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147
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4,512
148
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-497
149
$275K 0.04%
3,433
150
$273K 0.04%
2,595
+128
4 5
6
7 8