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
276
$73K 0.01%
150
277
$73K 0.01%
498
278
$72K 0.01%
+10,000
279
$71K 0.01%
12,500
280
$69K 0.01%
776
-20
281
$67K 0.01%
1,476
282
$66K 0.01%
2,613
283
$65K 0.01%
648
284
$65K 0.01%
7,000
285
$63K 0.01%
500
286
$62K 0.01%
675
287
$62K 0.01%
863
288
$62K 0.01%
1,989
289
$61K 0.01%
571
290
$61K 0.01%
708
291
$60K 0.01%
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292
$60K 0.01%
1,300
293
$60K 0.01%
1,858
294
$60K 0.01%
5,000
295
$59K 0.01%
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296
$58K 0.01%
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297
$58K 0.01%
507
298
$56K 0.01%
3,000
299
$56K 0.01%
333
300
$55K 0.01%
625
10 11
12
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