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
$723M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.07M
3
+$4.75M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.28M
5
TSLA icon
Tesla
TSLA
+$907K

Top Sells

1
+$8.63M
2
+$5.05M
3
+$2.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.39M
5
AAPL icon
Apple
AAPL
+$831K

Sector Composition

1 Technology 21.25%
2 Healthcare 13.1%
3 Financials 13.06%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$150K 0.02%
1,809
202
$147K 0.02%
1,808
203
$142K 0.02%
10,000
204
$141K 0.02%
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205
$140K 0.02%
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-138
206
$138K 0.02%
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207
$136K 0.02%
245
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208
$134K 0.02%
454
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209
$130K 0.02%
1,451
210
$130K 0.02%
2,320
211
$130K 0.02%
100
212
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4,478
213
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7,260
214
$126K 0.02%
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215
$126K 0.02%
622
216
$126K 0.02%
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217
$125K 0.02%
2,950
218
$123K 0.02%
1,614
219
$120K 0.02%
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220
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221
$118K 0.02%
360
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222
$117K 0.02%
14,500
223
$117K 0.02%
5,592
224
$116K 0.02%
2,800
225
$116K 0.02%
4,520
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9
10 11