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
$1.45B
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$15.8M
3
+$8.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.1M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.43M

Top Sells

1
+$8.29M
2
+$5.94M
3
+$4.19M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$3.45M
5
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.73M

Sector Composition

1 Technology 28.92%
2 Financials 13%
3 Healthcare 8.21%
4 Industrials 7.47%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$368K 0.03%
16,226
+20
177
$354K 0.02%
7,926
178
$348K 0.02%
1,200
-17
179
$342K 0.02%
1,456
-2
180
$340K 0.02%
15,532
+4,867
181
$334K 0.02%
4,383
-97
182
$327K 0.02%
550
183
$326K 0.02%
2,569
-2,506
184
$320K 0.02%
2,888
-130
185
$320K 0.02%
866
186
$319K 0.02%
2,907
-4,481
187
$311K 0.02%
7,774
-3,104
188
$299K 0.02%
1,212
+299
189
$293K 0.02%
1,537
190
$288K 0.02%
4,292
+2,633
191
$286K 0.02%
1,690
192
$285K 0.02%
1,566
-20
193
$277K 0.02%
10,111
+1,393
194
$277K 0.02%
520
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195
$275K 0.02%
916
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196
$273K 0.02%
2,961
-5,032
197
$270K 0.02%
765
-711
198
$269K 0.02%
2,685
-51
199
$267K 0.02%
2,320
+325
200
$263K 0.02%
+1,070
6 7
8
9 10