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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.07%
8,728
127
$996K 0.07%
24,140
+23,821
128
$932K 0.06%
5,293
+1,844
129
$917K 0.06%
+25,803
130
$905K 0.06%
7,702
+756
131
$904K 0.06%
3,564
+167
132
$888K 0.06%
+457
133
$863K 0.06%
+92,224
134
$843K 0.06%
6,168
+56
135
$821K 0.06%
+17,779
136
$817K 0.06%
3,057
+2,911
137
$811K 0.06%
12,288
-14,661
138
$807K 0.06%
+10,989
139
$800K 0.05%
1,289
+459
140
$798K 0.05%
16,582
+1
141
$797K 0.05%
+6,218
142
$794K 0.05%
17,280
+8,321
143
$792K 0.05%
17,000
144
$791K 0.05%
+51,012
145
$779K 0.05%
+17,283
146
$768K 0.05%
16,040
-372
147
$746K 0.05%
12,030
148
$742K 0.05%
+7,993
149
$740K 0.05%
5,202
+12
150
$726K 0.05%
6,900
+351
4 5
6
7 8