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
276
$76K 0.01%
1,451
277
$75K 0.01%
1,445
278
$75K 0.01%
1,476
279
$72K 0.01%
933
+333
280
$71K 0.01%
12,000
281
$68K 0.01%
1,858
282
$67K 0.01%
7,000
283
$67K 0.01%
135
284
$66K 0.01%
498
285
$65K 0.01%
675
286
$64K 0.01%
2,613
287
$63K 0.01%
796
-3,433
288
$63K 0.01%
648
+275
289
$63K 0.01%
625
-1,918
290
$62K 0.01%
2,164
291
$61K 0.01%
500
292
$61K 0.01%
2,750
293
$60K 0.01%
5,000
294
$59K 0.01%
730
295
$59K 0.01%
1,300
296
$58K 0.01%
571
297
$58K 0.01%
863
-200
298
$57K 0.01%
1,989
+450
299
$57K 0.01%
1,504
300
$57K 0.01%
9,300
10 11
12
13 14