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
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$214K 0.02%
2,846
202
$213K 0.02%
14,782
203
$202K 0.02%
1,725
204
$190K 0.02%
6,237
-5,876
205
$189K 0.02%
2,900
206
$187K 0.02%
11,180
207
$186K 0.02%
1,107
208
$186K 0.02%
695
209
$185K 0.02%
1,500
210
$184K 0.02%
4,478
211
$182K 0.02%
901
212
$182K 0.02%
1,200
213
$180K 0.02%
788
214
$171K 0.02%
2,740
215
$170K 0.02%
2,363
+30
216
$169K 0.02%
2,879
217
$167K 0.02%
1,451
218
$161K 0.02%
129
219
$159K 0.02%
3,800
220
$158K 0.02%
361
-83
221
$158K 0.02%
5,350
222
$156K 0.02%
2,636
-424
223
$149K 0.01%
22,716
224
$149K 0.01%
4,520
225
$148K 0.01%
5,870
+5,370
7 8
9
10 11