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
$944M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.72M
3
+$2.9M
4
AMZN icon
Amazon
AMZN
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$8.84M
2
+$8.36M
3
+$8.21M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.31M

Sector Composition

1 Technology 20.8%
2 Financials 14.39%
3 Healthcare 11.08%
4 Communication Services 9.37%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$213K 0.02%
20,404
-390
202
$212K 0.02%
4,600
203
$209K 0.02%
1,880
-40
204
$205K 0.02%
+1,600
205
$204K 0.02%
1,886
206
$203K 0.02%
2,879
207
$203K 0.02%
2,846
208
$196K 0.02%
14,782
209
$196K 0.02%
1,495
210
$191K 0.02%
2,308
-55
211
$187K 0.02%
788
212
$186K 0.02%
2,550
-190
213
$186K 0.02%
695
214
$185K 0.02%
242
+7
215
$184K 0.02%
1,107
216
$183K 0.02%
11,180
217
$181K 0.02%
+2,950
218
$180K 0.02%
8,775
+2,905
219
$180K 0.02%
900
220
$179K 0.02%
34,521
-3,482
221
$179K 0.02%
1,525
+80
222
$176K 0.02%
2,900
223
$170K 0.02%
4,478
224
$165K 0.02%
1,451
225
$160K 0.02%
695
+265
7 8
9
10 11