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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

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%
5,098
-83
178
$269K 0.03%
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+48
179
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1,445
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181
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900
182
$257K 0.03%
1,150
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183
$256K 0.03%
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184
$255K 0.03%
6,087
+5,750
185
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-35
186
$251K 0.03%
1,100
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187
$251K 0.03%
954
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188
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3,178
189
$247K 0.02%
893
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190
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980
191
$241K 0.02%
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192
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193
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194
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195
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196
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197
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198
$218K 0.02%
2,800
199
$218K 0.02%
4,600
200
$215K 0.02%
235
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