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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$271K 0.04%
5,438
-50
152
$267K 0.04%
3,743
-430
153
$245K 0.03%
735
+75
154
$244K 0.03%
354
-26
155
$241K 0.03%
1,144
156
$232K 0.03%
6,171
157
$230K 0.03%
10,000
-1,000
158
$230K 0.03%
13,726
159
$230K 0.03%
975
160
$230K 0.03%
1,400
161
$222K 0.03%
980
162
$220K 0.03%
3,088
+538
163
$219K 0.03%
2,724
164
$216K 0.03%
12,000
165
$215K 0.03%
1,600
166
$213K 0.03%
4,850
167
$210K 0.03%
1,421
168
$205K 0.03%
3,295
-284
169
$204K 0.03%
5,937
170
$202K 0.03%
6,930
171
$198K 0.03%
1,200
172
$198K 0.03%
815
173
$196K 0.03%
2,610
-124
174
$192K 0.03%
920
175
$189K 0.03%
500
5 6
7
8 9