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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$382K 0.04%
2,025
+175
152
$366K 0.04%
1,368
+60
153
$366K 0.04%
2,724
154
$350K 0.04%
1,144
155
$327K 0.03%
4,524
156
$326K 0.03%
2,081
157
$325K 0.03%
852
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158
$325K 0.03%
500
159
$324K 0.03%
5,790
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160
$322K 0.03%
12,000
161
$321K 0.03%
1,000
162
$319K 0.03%
10,796
163
$318K 0.03%
815
164
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165
$308K 0.03%
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-55
166
$305K 0.03%
1,024
167
$298K 0.03%
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168
$296K 0.03%
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169
$295K 0.03%
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170
$294K 0.03%
5,010
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171
$291K 0.03%
483
172
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173
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20,794
-3,232
174
$286K 0.03%
665
175
$283K 0.03%
13,900
-115
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7
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