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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$611K 0.04%
17,525
177
$610K 0.04%
11,360
178
$606K 0.04%
+1,289
179
$605K 0.04%
+2,967
180
$599K 0.04%
3,518
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181
$589K 0.04%
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182
$560K 0.04%
5,075
+3,815
183
$555K 0.04%
2,770
184
$553K 0.04%
40,153
-300
185
$541K 0.04%
1,476
+1,114
186
$538K 0.04%
10,101
+6,443
187
$531K 0.04%
908
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188
$527K 0.04%
1,769
+591
189
$524K 0.04%
+15,829
190
$522K 0.04%
+5,315
191
$521K 0.04%
+26,572
192
$519K 0.04%
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193
$519K 0.04%
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194
$512K 0.03%
3,012
+135
195
$510K 0.03%
2,195
+73
196
$510K 0.03%
+10,032
197
$503K 0.03%
1,080
-270
198
$500K 0.03%
+3,450
199
$493K 0.03%
6,420
+3,915
200
$491K 0.03%
+842
6 7
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