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
$1.45B
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$15.8M
3
+$8.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.1M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.43M

Top Sells

1
+$8.29M
2
+$5.94M
3
+$4.19M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$3.45M
5
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.73M

Sector Composition

1 Technology 28.92%
2 Financials 13%
3 Healthcare 8.21%
4 Industrials 7.47%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$657K 0.05%
2,583
127
$650K 0.04%
17,525
128
$646K 0.04%
6,600
129
$639K 0.04%
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130
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1,398
-1,817
131
$623K 0.04%
2,150
-27
132
$621K 0.04%
2,770
133
$592K 0.04%
13,070
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134
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11,360
135
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136
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6,964
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137
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138
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3,041
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139
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4,618
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140
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5,029
-9,217
141
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142
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144
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145
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146
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1,781
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147
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5,705
+1,289
148
$507K 0.04%
4,000
149
$504K 0.03%
7,377
150
$504K 0.03%
11,740
-80,303
4 5
6
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