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
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$438K 0.04%
3,405
-47
177
$427K 0.04%
19,330
-65,072
178
$425K 0.03%
4,184
-325
179
$419K 0.03%
3,168
-120
180
$418K 0.03%
4,143
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181
$414K 0.03%
2,605
182
$403K 0.03%
3,156
183
$396K 0.03%
2,070
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184
$393K 0.03%
5,090
185
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3,120
186
$384K 0.03%
11,623
187
$376K 0.03%
26,659
188
$373K 0.03%
5,221
189
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6,811
190
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191
$366K 0.03%
10,796
192
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193
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194
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195
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20,436
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196
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8,100
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197
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1,680
-61
198
$341K 0.03%
2,862
-93
199
$340K 0.03%
6,800
200
$334K 0.03%
2,630
6 7
8
9 10