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
151
$718K 0.05%
+7,388
152
$715K 0.05%
+9,799
153
$691K 0.05%
1
154
$687K 0.05%
1,646
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155
$686K 0.05%
+35,941
156
$684K 0.05%
5,206
+3,288
157
$684K 0.05%
1,749
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158
$677K 0.05%
15,720
159
$672K 0.05%
+16,800
160
$672K 0.05%
2,583
161
$663K 0.05%
442
+20
162
$663K 0.05%
+12,476
163
$660K 0.05%
7,377
164
$648K 0.04%
2,767
+114
165
$647K 0.04%
6,600
-412
166
$634K 0.04%
5,784
+694
167
$631K 0.04%
+9,505
168
$629K 0.04%
887
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169
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170
$625K 0.04%
7,086
171
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6,903
+3
172
$619K 0.04%
11,727
-3,103
173
$616K 0.04%
2,177
-69
174
$616K 0.04%
7,897
-581
175
$613K 0.04%
6,376
-210
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