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
$901M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.55M
3
+$1.52M
4
MSI icon
Motorola Solutions
MSI
+$581K
5
AXSM icon
Axsome Therapeutics
AXSM
+$560K

Top Sells

1
+$5.29M
2
+$3.39M
3
+$2.81M
4
BX icon
Blackstone
BX
+$2.02M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.62M

Sector Composition

1 Technology 19.69%
2 Financials 16.29%
3 Healthcare 11.85%
4 Communication Services 9.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$192K 0.02%
2,846
202
$192K 0.02%
1,886
+182
203
$189K 0.02%
818
-132
204
$186K 0.02%
11,180
205
$184K 0.02%
3,060
-3,347
206
$183K 0.02%
695
207
$181K 0.02%
8,860
-1,523
208
$180K 0.02%
1,725
+225
209
$179K 0.02%
2,185
+76
210
$178K 0.02%
239
+200
211
$173K 0.02%
1,107
212
$171K 0.02%
22,716
+10,054
213
$168K 0.02%
42,622
+6,140
214
$167K 0.02%
2,879
-492
215
$166K 0.02%
10,896
216
$164K 0.02%
3,742
217
$163K 0.02%
5,350
218
$162K 0.02%
900
219
$162K 0.02%
2,740
-800
220
$159K 0.02%
4,478
-1,280
221
$159K 0.02%
1,451
222
$157K 0.02%
3,800
223
$157K 0.02%
1,124
224
$156K 0.02%
901
225
$153K 0.02%
4,031
+475
7 8
9
10 11