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
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.42M
3
+$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1
+$6.95M
2
+$6.24M
3
+$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$85K 0.01%
8,000
252
$84K 0.01%
6,200
253
$83K 0.01%
1,909
254
$83K 0.01%
900
255
$82K 0.01%
+1,586
256
$81K 0.01%
498
257
$79K 0.01%
1,374
258
$79K 0.01%
944
259
$77K 0.01%
1,445
260
$76K 0.01%
1,501
261
$74K 0.01%
12,500
262
$74K 0.01%
962
263
$74K 0.01%
687
+87
264
$73K 0.01%
450
265
$71K 0.01%
1,653
266
$69K 0.01%
5,000
267
$69K 0.01%
900
268
$69K 0.01%
500
269
$69K 0.01%
500
-500
270
$69K 0.01%
1,060
-572
271
$67K 0.01%
7,000
272
$67K 0.01%
2,100
273
$66K 0.01%
866
-6,680
274
$65K 0.01%
1,170
275
$64K 0.01%
2,750
9 10
11
12 13