BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.04M
3
+$8.65M
4
VEEV icon
Veeva Systems
VEEV
+$8.13M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$3.17M

Top Sells

1
+$18.8M
2
+$12.3M
3
+$10M
4
NVO icon
Novo Nordisk
NVO
+$8.7M
5
PLD icon
Prologis
PLD
+$7.99M

Sector Composition

1 Technology 29.97%
2 Financials 12.45%
3 Industrials 8.12%
4 Consumer Discretionary 7.55%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$494K 0.03%
3,547
152
$493K 0.03%
9,860
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153
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154
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155
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157
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3,230
158
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161
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163
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164
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165
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174
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