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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$325K 0.02%
5,345
-6,600
177
$323K 0.02%
5,724
-960
178
$320K 0.02%
815
179
$319K 0.02%
1,960
180
$315K 0.02%
1,235
-45
181
$313K 0.02%
1,918
-138
182
$310K 0.02%
3,085
+1,785
183
$294K 0.02%
2,140
-355
184
$287K 0.02%
596
185
$285K 0.02%
2,510
186
$277K 0.02%
5,465
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187
$276K 0.02%
2,640
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188
$276K 0.02%
2,000
189
$273K 0.02%
4,718
-125
190
$272K 0.02%
2,784
-114
191
$271K 0.02%
1,290
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192
$267K 0.02%
350
193
$263K 0.02%
9,274
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194
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5,015
195
$243K 0.02%
2,565
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196
$242K 0.02%
5,143
-1,380
197
$235K 0.02%
5,388
198
$234K 0.02%
1,609
-400
199
$232K 0.02%
1,655
200
$231K 0.02%
1,200
6 7
8
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