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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$268K 0.03%
2,900
177
$265K 0.03%
14,015
+415
178
$263K 0.03%
5,482
-94
179
$262K 0.03%
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180
$260K 0.03%
2,878
181
$253K 0.03%
1,872
+141
182
$250K 0.03%
1,015
-406
183
$248K 0.03%
3,178
184
$247K 0.03%
444
185
$245K 0.03%
10,366
186
$245K 0.03%
1,024
187
$225K 0.03%
2,800
188
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189
$222K 0.02%
665
190
$216K 0.02%
2,145
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191
$216K 0.02%
4,600
192
$212K 0.02%
1,613
193
$211K 0.02%
2,639
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194
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14,782
195
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1,495
196
$203K 0.02%
4,103
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197
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1,448
-605
198
$199K 0.02%
2,407
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199
$197K 0.02%
235
200
$196K 0.02%
980
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