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
$714M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.94M
3
+$2.51M
4
HPQ icon
HP
HPQ
+$2.26M
5
DHR icon
Danaher
DHR
+$2.09M

Top Sells

1
+$7.08M
2
+$3.29M
3
+$2.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.27M

Sector Composition

1 Financials 17.65%
2 Healthcare 13.01%
3 Consumer Discretionary 11.86%
4 Technology 11.83%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139K 0.02%
3,950
-2,820
227
$136K 0.02%
815
228
$135K 0.02%
7,580
229
$131K 0.02%
1,495
230
$126K 0.02%
1,845
-1,000
231
$123K 0.02%
2,267
232
$123K 0.02%
1,562
233
$121K 0.02%
1,645
234
$120K 0.02%
4,300
235
$119K 0.02%
4,708
-66
236
$119K 0.02%
1,321
+57
237
$119K 0.02%
761
238
$118K 0.02%
665
239
$118K 0.02%
3,685
+587
240
$115K 0.02%
2,223
241
$111K 0.02%
660
+320
242
$111K 0.02%
724
243
$108K 0.02%
7,535
-540
244
$107K 0.02%
1,985
+13
245
$107K 0.02%
2,500
246
$106K 0.01%
1,225
-1,350
247
$105K 0.01%
30,551
+5,000
248
$103K 0.01%
6,000
249
$101K 0.01%
690
+35
250
$100K 0.01%
3,900
8 9
10
11 12