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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$266K 0.03%
475
+10
177
$263K 0.03%
920
-104
178
$263K 0.03%
1,421
+1,360
179
$262K 0.03%
2,430
-6,565
180
$259K 0.03%
+13,414
181
$258K 0.03%
878
+26
182
$257K 0.03%
385
+340
183
$256K 0.03%
893
184
$245K 0.03%
5,937
185
$243K 0.03%
1,809
-38
186
$240K 0.03%
4,836
+2,697
187
$235K 0.02%
11,785
-2,115
188
$234K 0.02%
3,178
189
$231K 0.02%
1,014
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190
$229K 0.02%
3,180
-38
191
$229K 0.02%
5,018
-80
192
$226K 0.02%
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193
$226K 0.02%
10,000
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194
$223K 0.02%
509
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195
$222K 0.02%
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-5,209
196
$220K 0.02%
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-190
197
$220K 0.02%
2,145
198
$219K 0.02%
5,010
199
$217K 0.02%
1,613
200
$216K 0.02%
2,800
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