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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$270K 0.04%
3,309
-830
177
$268K 0.04%
23,401
178
$267K 0.04%
23,600
179
$265K 0.04%
1,290
180
$264K 0.04%
1,806
181
$260K 0.04%
1,208
-1,749
182
$259K 0.04%
2,420
183
$258K 0.04%
29,850
184
$251K 0.04%
1,211
-154
185
$246K 0.04%
+4,981
186
$240K 0.04%
1,643
187
$238K 0.04%
2,142
188
$236K 0.03%
1,516
-677
189
$232K 0.03%
4,722
190
$230K 0.03%
2,878
191
$229K 0.03%
14,913
192
$227K 0.03%
4,942
-1,172
193
$226K 0.03%
2,245
194
$226K 0.03%
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195
$220K 0.03%
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-700
196
$214K 0.03%
10,000
197
$211K 0.03%
1,088
198
$208K 0.03%
12,270
199
$202K 0.03%
1,005
-255
200
$196K 0.03%
1,050
+15
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8
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