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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$348K 0.04%
2,724
152
$347K 0.04%
1,040
+1,030
153
$342K 0.04%
2,241
+1,340
154
$338K 0.04%
13,388
155
$335K 0.04%
915
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156
$332K 0.04%
+3,120
157
$328K 0.03%
2,878
158
$324K 0.03%
2,081
159
$318K 0.03%
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160
$309K 0.03%
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161
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2,275
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162
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6,171
+4,000
163
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164
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165
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1,230
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166
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167
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173
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660
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174
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815
175
$271K 0.03%
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