BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
-1.23%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$1.43B
AUM Growth
-$22.4M
(-1.5%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
40.55%
Holding
249
New
11
Increased
61
Reduced
106
Closed
21
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
$31.9M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$9.51M |
| 3 |
Novo Nordisk
NVO
|
$8.39M |
| 4 |
Cooper Companies
COO
|
$4.29M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$3.21M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$8.1M |
| 2 |
ON Semiconductor
ON
|
$6.42M |
| 3 |
MSCI
MSCI
|
$5.65M |
| 4 |
Vanguard Total Bond Market
BND
|
$3.72M |
| 5 |
Honeywell
HON
|
$2.42M |
Sector Composition
| 1 | Technology | 26.41% |
| 2 | Financials | 12.94% |
| 3 | Healthcare | 9.04% |
| 4 | Industrials | 7.37% |
| 5 | Consumer Staples | 6.74% |
