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
$1.47B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.12M

Top Sells

1
+$4.74M
2
+$4.72M
3
+$3.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.81M
5
AAPL icon
Apple
AAPL
+$2.39M

Sector Composition

1 Technology 28.52%
2 Financials 12.16%
3 Healthcare 10.05%
4 Industrials 8.2%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$489K 0.03%
10,878
+7,752
202
$482K 0.03%
7,671
-881
203
$480K 0.03%
3,380
204
$477K 0.03%
1,742
+1
205
$469K 0.03%
4,000
-20
206
$467K 0.03%
+2,794
207
$463K 0.03%
26,659
208
$460K 0.03%
8,142
+1,616
209
$453K 0.03%
+17,373
210
$448K 0.03%
+1,189
211
$444K 0.03%
1,534
+1,527
212
$440K 0.03%
+3,138
213
$438K 0.03%
+13,025
214
$437K 0.03%
16,380
+250
215
$423K 0.03%
4,343
-2,976
216
$423K 0.03%
3,018
+508
217
$420K 0.03%
+5,130
218
$419K 0.03%
+8,836
219
$418K 0.03%
28,481
+26,736
220
$418K 0.03%
+3,214
221
$415K 0.03%
+1,548
222
$414K 0.03%
+1,060
223
$413K 0.03%
+2,339
224
$412K 0.03%
942
+936
225
$411K 0.03%
+1,882
7 8
9
10 11