BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$2.75M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
IAU icon
iShares Gold Trust
IAU
+$1.23M

Top Sells

1
+$700K
2
+$421K
3
+$382K
4
GRMN icon
Garmin
GRMN
+$325K
5
GLD icon
SPDR Gold Trust
GLD
+$289K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.03%
14,000
177
$274K 0.03%
4,532
-73
178
$269K 0.03%
1,920
+48
179
$269K 0.03%
3,302
+895
180
$266K 0.03%
1,445
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181
$261K 0.03%
900
182
$257K 0.03%
1,150
-100
183
$256K 0.03%
27,359
184
$255K 0.03%
6,087
+5,750
185
$251K 0.03%
1,413
-35
186
$251K 0.03%
1,100
+100
187
$251K 0.03%
954
+100
188
$250K 0.03%
3,178
189
$247K 0.02%
893
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190
$242K 0.02%
980
191
$241K 0.02%
1,495
192
$239K 0.02%
7,350
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193
$235K 0.02%
1,613
194
$228K 0.02%
1,115
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195
$224K 0.02%
2,145
196
$219K 0.02%
10,366
197
$219K 0.02%
1,886
198
$218K 0.02%
2,800
199
$218K 0.02%
4,600
200
$215K 0.02%
235
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