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
251
$100K 0.01%
17,850
252
$99K 0.01%
700
253
$99K 0.01%
3,421
-1,255
254
$97K 0.01%
612
+200
255
$96K 0.01%
2,245
-100
256
$95K 0.01%
10,000
257
$94K 0.01%
100
258
$93K 0.01%
430
259
$92K 0.01%
1,451
260
$89K 0.01%
930
261
$89K 0.01%
12,600
+600
262
$87K 0.01%
5,333
263
$87K 0.01%
1,586
264
$86K 0.01%
6,200
265
$86K 0.01%
+2,472
266
$86K 0.01%
600
+300
267
$85K 0.01%
232
268
$85K 0.01%
1,000
269
$85K 0.01%
7,000
270
$84K 0.01%
7,755
271
$82K 0.01%
2,000
272
$80K 0.01%
2,000
273
$80K 0.01%
1,445
274
$74K 0.01%
+1,400
275
$74K 0.01%
933
9 10
11
12 13