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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$657K 0.05%
7,012
127
$653K 0.05%
7,770
-237
128
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129
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4,154
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131
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132
$634K 0.05%
1
133
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10,500
134
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2,583
135
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2,713
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136
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17,525
137
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40,153
138
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12,030
139
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140
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141
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144
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145
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146
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147
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148
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6,775
-8,868
149
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10,500
150
$495K 0.04%
1,945
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