BWIN NASDAQ
The Baldwin Insurance Group, Inc.
1W: -0.2%
1M: +2.5%
3M: +17.3%
YTD: +33.6%
1Y: +17.1%
$31.77
+0.00 (+0.00%)
Weekly Expected Move ±5.7%
$28
$30
$32
$34
$35
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
105
ETFs Holding
Total ETF Value
2.54%
Max Weight
0.159%
Avg Weight
ETF Holdings by Value
ETFs Holding BWIN
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 |
IWM
iShares Russell 2000 ETF
|
0.1028% | 1,973 | 3.3% | 7.7 | 0.01% | ||
| 2 | VITSX | 0.0029% | 3,474 | 33.4% | 58.2 | 0.01% | ||
| 3 | VSMPX | 0.0029% | 3,474 | 33.4% | 58.2 | 0.01% | ||
| 4 | VTSAX | 0.0029% | 3,474 | 33.4% | 58.2 | 0.01% | ||
| 5 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0029% | 3,474 | 33.4% | 58.2 | 0.01% | ||
| 6 | FBALX | 0.0860% | 293 | 25.7% | 31.2 | 0.01% | ||
| 7 | FBAKX | 0.0860% | 315 | 27.0% | 77.1 | 0.01% | ||
| 8 |
VB
Vanguard Morningstar Small-Cap ETF
|
0.0259% | 1,303 | 4.5% | 26.5 | 0.01% | ||
| 9 | NAESX | 0.0259% | 1,303 | 4.0% | 25.0 | 0.02% | ||
| 10 | VSCIX | 0.0259% | 1,303 | 4.5% | 26.5 | 0.01% | ||
| 11 | VSMAX | 0.0259% | 1,303 | 4.5% | 26.5 | 0.01% | ||
| 12 | FCVIX | 0.5900% | 108 | 20.2% | 19.4 | 0.01% | ||
| 13 | FCPVX | 0.5900% | 110 | 20.6% | 19.3 | 0.02% | ||
| 14 | FSSNX | 0.0870% | 1,900 | 7.0% | 17.5 | 0.01% | ||
| 15 |
IWO
iShares Russell 2000 Growth ETF
|
0.2040% | 1,118 | 6.4% | 2.4 | 0.01% | ||
| 16 | VEXAX | 0.0295% | 3,302 | 7.4% | 13.8 | 0.01% | ||
| 17 | VEMPX | 0.0295% | 3,302 | 7.4% | 13.8 | 0.01% | ||
| 18 | VIEIX | 0.0295% | 3,302 | 7.4% | 13.8 | 0.01% | ||
| 19 |
VXF
Vanguard Extended Market ETF
|
0.0295% | 3,302 | 7.4% | 13.8 | 0.01% | ||
| 20 |
VBK
Vanguard Morningstar Small-Cap Growth ETF
|
0.0609% | 542 | 9.5% | 31.7 | 0.00% | ||
| 21 | VSGAX | 0.0609% | 542 | 9.5% | 31.7 | 0.00% | ||
| 22 | VSGIX | 0.0609% | 542 | 9.5% | 31.7 | 0.00% | ||
| 23 | FSLCX | 1.7620% | 135 | 20.6% | 20.0 | 0.01% | ||
| 24 | FSCRX | 0.9010% | 159 | 26.6% | 19.3 | 0.01% | ||
| 25 |
VTWO
Vanguard Russell 2000 ETF
|
0.0945% | 1,990 | 3.1% | 8.9 | 0.02% | ||
| 26 | FSSMX | 0.6360% | 197 | 14.4% | 28.7 | 0.01% | ||
| 27 | FDSSX | 0.1260% | — | —% | — | —% | ||
| 28 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0595% | 1,752 | 2.9% | 17.8 | 0.02% | ||
| 29 | FIDSX | 1.3970% | 64 | 43.9% | 16.8 | 0.02% | ||
| 30 |
KIE
State Street SPDR S&P Insurance ETF
|
2.2086% | 54 | 19.7% | 10.7 | 0.02% | ||
| 31 | FSMAX | 0.0270% | 3,169 | 7.2% | 16.2 | 0.01% | ||
| 32 | FFSIX | 1.1720% | 62 | 45.7% | 16.7 | 0.02% | ||
| 33 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0983% | 1,719 | 3.9% | 19.1 | 0.02% | ||
| 34 |
DFAS
Dimensional - US Small Cap ETF
|
0.0487% | 2,034 | 2.7% | 17.4 | 0.01% | ||
| 35 | FSKAX | 0.0030% | 3,590 | 32.1% | 42.0 | 0.01% | ||
| 36 | VFAIX | 0.0255% | 413 | 44.0% | 17.2 | 0.02% | ||
| 37 |
VFH
Vanguard Financials ETF
|
0.0255% | 424 | 44.3% | 17.3 | 0.02% | ||
| 38 | FTASX | 0.0440% | 836 | 20.7% | 51.5 | 0.02% | ||
| 39 | FCASX | 0.0440% | 836 | 20.7% | 51.5 | 0.02% | ||
| 40 | FAAIX | 0.0440% | 836 | 20.7% | 51.5 | 0.02% | ||
| 41 | FAASX | 0.0440% | 836 | 20.7% | 51.5 | 0.02% | ||
| 42 | FASGX | 0.0440% | 7 | 10.2% | — | —% | ||
| 43 | FFTMX | 0.0350% | 836 | 16.6% | 52.2 | 0.02% | ||
| 44 | FASMX | 0.0350% | 7 | 8.4% | — | —% | ||
| 45 | FEYTX | 0.0520% | 836 | 24.4% | 52.4 | 0.02% | ||
| 46 | FEYCX | 0.0520% | 836 | 24.4% | 52.4 | 0.02% | ||
| 47 | FEYIX | 0.0520% | 836 | 24.4% | 52.4 | 0.02% | ||
| 48 | FAMRX | 0.0520% | 7 | 11.7% | — | —% | ||
| 49 | FEYAX | 0.0520% | 836 | 24.4% | 52.4 | 0.02% | ||
| 50 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0037% | 2,440 | 34.6% | 62.6 | 0.01% | ||
| 51 |
VTWG
Vanguard Russell 2000 Growth ETF
|
0.1876% | 1,128 | 6.0% | 3.3 | 0.01% | ||
| 52 | FECGX | 0.1740% | 1,093 | 10.0% | 18.0 | 0.01% | ||
| 53 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0054% | 2,516 | 27.6% | 28.6 | 0.01% | ||
| 54 |
NUSC
Nuveen ESG Small-Cap ETF
|
0.1967% | 394 | 9.6% | 12.2 | 0.02% | ||
| 55 |
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
0.1700% | 260 | 9.9% | 12.8 | 0.01% | ||
| 56 |
DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
|
0.1192% | 564 | 6.8% | 15.4 | 0.01% | ||
| 57 | FSANX | 0.0380% | 7 | 8.8% | — | —% | ||
| 58 |
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
|
0.0715% | 905 | 4.8% | 23.7 | 0.01% | ||
| 59 |
SMMD
iShares Russell 2500 ETF
|
0.0423% | 2,483 | 3.1% | 24.0 | 0.01% | ||
| 60 | FNCMX | 0.0060% | 2,704 | 58.0% | 56.9 | 0.33% | ||
| 61 |
FSMO
Fidelity Fundamental Small-Mid Cap ETF
|
0.1030% | 216 | 14.0% | 23.3 | 0.01% | ||
| 62 |
FFSM
Fidelity Fundamental Small-Mid Cap ETF
|
0.1030% | 216 | 14.0% | 23.3 | 0.01% | ||
| 63 |
RSSL
Global X - Russell 2000 ETF
|
0.1000% | 1,969 | 3.3% | 8.6 | 0.02% | ||
| 64 |
DCOR
Dimensional - US Core Equity 1 ETF
|
0.0032% | 2,494 | 28.5% | 33.1 | 0.01% | ||
| 65 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0031% | 2,389 | 34.6% | 63.2 | 0.01% | ||
| 66 | FZROX | 0.0030% | 2,664 | 34.0% | 43.2 | 0.01% | ||
| 67 | VBINX | 0.0017% | 3,121 | 19.2% | 43.0 | 0.01% | ||
| 68 | VBAIX | 0.0017% | 3,201 | 20.6% | 58.2 | 0.01% | ||
| 69 | VBIAX | 0.0017% | 3,201 | 20.6% | 58.2 | 0.01% | ||
| 70 |
FDFF
Fidelity Disruptive Finance ETF
|
2.5400% | 46 | 47.0% | -3.1 | 0.02% | ||
| 71 | VITPX | 0.0030% | 3,036 | 33.5% | 58.2 | 0.01% | ||
| 72 | VITNX | 0.0030% | 3,029 | 32.0% | 43.0 | 0.01% | ||
| 73 | FASIX | 0.0160% | 8 | 9.1% | — | —% | ||
| 74 |
JHSC
John Hancock Investments - Multifactor Small Cap ETF
|
0.1400% | 491 | 4.6% | 27.2 | 0.02% | ||
| 75 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.0300% | 1,529 | 3.4% | 17.2 | 0.01% | ||
| 76 |
ONEQ
Fidelity Nasdaq Composite Index ETF
|
0.0100% | 1,005 | 56.2% | 90.0 | 0.01% | ||
| 77 |
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
0.1300% | 836 | 4.5% | 21.7 | 0.01% | ||
| 78 |
IWV
iShares Russell 3000 ETF
|
0.0041% | 2,589 | 34.5% | 62.4 | 0.01% | ||
| 79 | FZIPX | 0.0310% | 2,162 | 3.1% | 22.9 | 0.02% | ||
| 80 |
HAPS
Harbor Human Capital Factor US Small Cap ETF
|
0.4785% | 189 | 20.4% | 18.7 | 0.02% | ||
| 81 | FFANX | 0.0280% | 834 | 13.7% | 52.2 | 0.02% | ||
| 82 |
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
0.0280% | 1,488 | 3.9% | 15.8 | 0.01% | ||
| 83 |
FNCL
Fidelity MSCI Financials Index ETF
|
0.0300% | 382 | 48.8% | 16.8 | 0.02% | ||
| 84 |
ISCG
iShares Morningstar Small-Cap Growth ETF
|
0.0525% | 919 | 6.8% | 24.3 | 0.01% | ||
| 85 |
JKK
iShares Morningstar Small-Cap Growth ETF
|
0.0525% | 919 | 6.8% | 24.3 | 0.01% | ||
| 86 | FTANX | 0.0220% | 8 | 10.5% | — | —% | ||
| 87 |
DFUS
Dimensional U.S. Equity ETF
|
0.0020% | 2,225 | 35.9% | 64.0 | 0.01% | ||
| 88 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0027% | 2,204 | 34.8% | 43.3 | 0.01% | ||
| 89 | FLXSX | 0.0800% | 1,656 | 3.4% | 13.2 | 0.02% | ||
| 90 |
VTHR
Vanguard Russell 3000 ETF
|
0.0040% | 2,973 | 33.3% | 58.7 | 0.01% | ||
| 91 |
FAD
First Trust Multi Cap Growth AlphaDEX Fund
|
0.0300% | 671 | 5.7% | 65.0 | 0.01% | ||
| 92 |
ITWO
ProShares Russell 2000 High Income ETF
|
0.0975% | 1,969 | 3.1% | 9.2 | 0.02% | ||
| 93 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0230% | 3,667 | 2.4% | 23.3 | 0.02% | ||
| 94 |
URTY
LEV
ProShares - UltraPro Russell2000
|
0.0428% | 1,972 | 18.8% | 9.2 | 0.02% | ||
| 95 |
TILT
Northern Trust Morningstar US Market Factor Tilt ETF
|
0.0053% | 1,903 | 27.2% | 51.6 | 0.01% | ||
| 96 |
BKSE
BNY Mellon US Small Cap Core Equity ETF
|
0.1200% | 590 | 4.0% | 18.1 | 0.02% | ||
| 97 |
RFLR
Innovator U.S. Small Cap Managed Floor ETF
|
0.0900% | 827 | 3.7% | 9.7 | 0.02% | ||
| 98 |
UWM
LEV
ProShares - Ultra Russell2000
|
0.0382% | 1,971 | 33.2% | 9.2 | 0.02% | ||
| 99 |
MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
|
0.0119% | 1,819 | 6.1% | 16.0 | 0.01% | ||
| 100 |
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
0.0305% | 1,106 | 12.1% | 16.9 | 0.02% | ||
| 101 |
STXK
Strive Small-Cap ETF
|
0.1000% | 600 | 3.9% | 9.8 | 0.02% | ||
| 102 |
IWMW
iShares Russell 2000 BuyWrite ETF
|
0.1031% | 1,971 | 3.3% | 7.7 | 0.01% | ||
| 103 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0018% | 1,980 | 31.6% | 40.0 | 0.01% | ||
| 104 |
KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
|
0.1800% | 824 | 3.0% | 8.7 | 0.02% | ||
| 105 |
XHYF
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
|
0.2700% | 113 | 41.9% | 63.0 | 0.06% | ||
| 106 |
AVTM
Avantis Total Equity Markets ETF 1
|
—% | 1,707 | 41.1% | 46.6 | 0.01% | ||
| 107 | FHLSX | 0.0180% | 813 | 35.6% | 46.7 | 0.02% | ||
| 108 | FHLKX | 0.0180% | 8 | 32.8% | — | —% | ||
| 109 |
DXUV
Dimensional - US Vector Equity ETF
|
0.0001% | 2,244 | 24.5% | 23.8 | 0.01% | ||
| 110 |
HDG
ProShares - Hedge Replication ETF
|
0.0176% | 1,968 | 0.6% | 9.2 | 0.02% | ||
| 111 |
ITDF
iShares LifePath Target Date 2050 ETF
|
0.0030% | 7,920 | 20.2% | 48.3 | 0.02% | ||
| 112 |
ITDE
iShares LifePath Target Date 2045 ETF
|
0.0025% | 7,935 | 18.5% | 48.5 | 0.02% | ||
| 113 |
ITDD
iShares LifePath Target Date 2040 ETF
|
0.0021% | 7,935 | 16.6% | 48.4 | 0.02% | ||
| 114 |
ITDG
iShares LifePath Target Date 2055 ETF
|
0.0032% | 7,920 | 21.3% | 48.0 | 0.02% | ||
| 115 |
ITDC
iShares LifePath Target Date 2035 ETF
|
0.0015% | 7,935 | 14.7% | 48.8 | 0.02% | ||
| 116 |
ITDH
iShares LifePath Target Date 2060 ETF
|
0.0033% | 7,920 | 21.6% | 47.9 | 0.02% | ||
| 117 |
RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
|
0.0879% | 1,961 | 2.8% | 8.8 | 0.02% | ||
| 118 |
ITDI
iShares LifePath Target Date 2065 ETF
|
0.0033% | 7,920 | 21.6% | 47.9 | 0.02% | ||
| 119 |
ITDB
iShares LifePath Target Date 2030 ETF
|
0.0008% | 7,935 | 12.1% | 49.3 | 0.02% | ||
| 120 |
ITDJ
iShares LifePath Target Date 2070 ETF
|
0.0033% | 7,920 | 21.6% | 47.9 | 0.02% | ||
| 121 |
EBI
Longview Advantage ETF
|
—% | 1,745 | 28.0% | 21.4 | 0.01% | ||
| 122 |
ISCV
iShares Morningstar Small Cap Value ETF
|
0.0500% | 1,040 | 5.1% | 18.2 | 0.02% | ||
| 123 |
JKL
iShares Morningstar Small-Cap Value ETF
|
0.0500% | 1,040 | 5.1% | 18.2 | 0.02% | ||
| 124 |
IRTR
iShares LifePath Retirement ETF
|
0.0005% | 7,935 | 9.2% | 49.4 | 0.02% | ||
| 125 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0500% | 1,560 | 3.5% | 21.0 | 0.02% | ||
| 126 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0500% | 1,560 | 3.5% | 21.0 | 0.02% | ||
| 127 |
NTRL
First Trust Merger Arbitrage ETF
|
-0.6400% | 505 | 17.7% | -18.9 | -0.00% |
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