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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$186K 0.03%
2,125
-115
177
$182K 0.03%
860
+12
178
$179K 0.02%
6,737
-5,350
179
$178K 0.02%
+1,400
180
$177K 0.02%
2,145
181
$172K 0.02%
2,094
+2,040
182
$172K 0.02%
509
183
$167K 0.02%
19,641
184
$165K 0.02%
610
185
$165K 0.02%
1,495
186
$163K 0.02%
1,798
187
$162K 0.02%
815
188
$161K 0.02%
11,370
189
$161K 0.02%
4,600
190
$160K 0.02%
385
191
$160K 0.02%
695
192
$159K 0.02%
1,531
193
$159K 0.02%
475
194
$157K 0.02%
33,506
195
$156K 0.02%
10,366
196
$154K 0.02%
27,605
197
$154K 0.02%
5,715
-85
198
$151K 0.02%
1,107
199
$151K 0.02%
11,180
200
$150K 0.02%
2,247
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8
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