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
$715M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$1.63M
3
+$1.23M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$853K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$665K

Top Sells

1
+$6.29M
2
+$4.17M
3
+$1.39M
4
UGI icon
UGI
UGI
+$1.31M
5
AMZN icon
Amazon
AMZN
+$656K

Sector Composition

1 Financials 16.58%
2 Healthcare 14.61%
3 Technology 14.16%
4 Consumer Discretionary 8.29%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$69K 0.01%
1,825
277
$68K 0.01%
615
278
$68K 0.01%
500
279
$68K 0.01%
1,245
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280
$68K 0.01%
10,000
281
$67K 0.01%
412
282
$67K 0.01%
550
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283
$66K 0.01%
1,635
284
$66K 0.01%
333
285
$66K 0.01%
500
286
$65K 0.01%
613
287
$65K 0.01%
1,154
288
$65K 0.01%
1,649
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289
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290
$65K 0.01%
2,977
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291
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310
292
$63K 0.01%
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293
$61K 0.01%
710
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294
$61K 0.01%
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295
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296
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297
$60K 0.01%
+600
298
$59K 0.01%
400
299
$59K 0.01%
1,097
300
$57K 0.01%
5,000
10 11
12
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