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
$679M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.26M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$688K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$655K

Top Sells

1
+$7.42M
2
+$2.44M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$1.41M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Financials 16.74%
2 Healthcare 13.49%
3 Technology 12.65%
4 Consumer Discretionary 10.01%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$195K 0.03%
7,692
-1,000
202
$193K 0.03%
967
203
$190K 0.03%
2,846
204
$189K 0.03%
4,287
-343
205
$183K 0.03%
997
-226
206
$177K 0.03%
12,050
-16,250
207
$177K 0.03%
494
-120
208
$176K 0.03%
2,406
-1,086
209
$170K 0.03%
2,114
210
$166K 0.02%
2,500
+960
211
$159K 0.02%
815
212
$158K 0.02%
5,031
213
$157K 0.02%
1,806
+585
214
$155K 0.02%
1,400
215
$154K 0.02%
1,904
216
$154K 0.02%
3,018
217
$148K 0.02%
3,599
-1,800
218
$143K 0.02%
1,495
219
$138K 0.02%
3,675
220
$136K 0.02%
5,158
221
$135K 0.02%
1,860
222
$134K 0.02%
1,277
223
$128K 0.02%
2,267
224
$128K 0.02%
1,845
225
$126K 0.02%
5,000
7 8
9
10 11