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
$643M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.86M
3
+$1.74M
4
COP icon
ConocoPhillips
COP
+$1.52M
5
V icon
Visa
V
+$1.51M

Top Sells

1
+$7.89M
2
+$3.54M
3
+$2.7M
4
URI icon
United Rentals
URI
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$741K

Sector Composition

1 Financials 17.73%
2 Consumer Discretionary 12.38%
3 Healthcare 11.73%
4 Technology 10.69%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$102K 0.02%
2,345
252
$99K 0.02%
6,000
253
$98K 0.02%
724
+25
254
$97K 0.02%
4,300
255
$97K 0.02%
3,098
+1,768
256
$96K 0.01%
700
+300
257
$96K 0.01%
3,000
+230
258
$94K 0.01%
+2,215
259
$94K 0.01%
430
260
$93K 0.01%
6,200
261
$93K 0.01%
10,000
262
$93K 0.01%
655
263
$91K 0.01%
100
264
$89K 0.01%
930
+130
265
$89K 0.01%
5,333
266
$89K 0.01%
1,512
267
$88K 0.01%
2,000
268
$85K 0.01%
7,755
269
$85K 0.01%
1,586
270
$84K 0.01%
+7,000
271
$82K 0.01%
232
+100
272
$82K 0.01%
25,551
+6,000
273
$80K 0.01%
2,000
274
$79K 0.01%
12,500
275
$78K 0.01%
200
9 10
11
12 13