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
276
$64K 0.01%
3,000
277
$63K 0.01%
655
278
$62K 0.01%
2,447
+1,597
279
$62K 0.01%
1,300
280
$61K 0.01%
2,000
281
$61K 0.01%
783
282
$58K 0.01%
15,000
283
$58K 0.01%
+2,613
284
$58K 0.01%
1,250
285
$58K 0.01%
480
286
$58K 0.01%
+500
287
$58K 0.01%
+2,616
288
$57K 0.01%
1,500
289
$56K 0.01%
2,164
290
$55K 0.01%
2,000
291
$54K 0.01%
3,360
292
$53K 0.01%
571
293
$52K 0.01%
431
294
$52K 0.01%
3,500
295
$51K 0.01%
525
296
$51K 0.01%
+1,504
297
$51K 0.01%
750
298
$49K 0.01%
780
-99,345
299
$49K 0.01%
2,697
300
$49K 0.01%
400
10 11
12
13 14