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
$1.33B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.03M
3
+$2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.28M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$864K

Top Sells

1
+$12.2M
2
+$6.79M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$2.86M

Sector Composition

1 Technology 26.88%
2 Financials 12.55%
3 Healthcare 10.96%
4 Industrials 8.4%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$230K 0.02%
2,557
-501
202
$220K 0.02%
2,346
203
$219K 0.02%
730
204
$217K 0.02%
1,495
205
$216K 0.02%
763
-50
206
$209K 0.02%
2,238
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207
$200K 0.02%
1,300
208
$200K 0.02%
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-291
209
$199K 0.02%
5,275
210
$195K 0.01%
4,500
+1,000
211
$189K 0.01%
880
-103
212
$189K 0.01%
2,505
-150
213
$188K 0.01%
2,136
+1,015
214
$185K 0.01%
13,100
215
$185K 0.01%
1,703
216
$183K 0.01%
2,000
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217
$182K 0.01%
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218
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219
$180K 0.01%
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220
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100
221
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222
$178K 0.01%
2,950
223
$178K 0.01%
5,000
-8,388
224
$174K 0.01%
2,350
225
$172K 0.01%
550
7 8
9
10 11