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
301
$56K 0.01%
3,000
302
$56K 0.01%
412
303
$56K 0.01%
340
-35
304
$56K 0.01%
2,000
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305
$56K 0.01%
507
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306
$54K 0.01%
1,500
307
$54K 0.01%
1,250
308
$54K 0.01%
2,000
309
$53K 0.01%
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310
$52K 0.01%
700
311
$50K 0.01%
981
312
$50K 0.01%
1,460
-33
313
$50K 0.01%
1,995
314
$50K 0.01%
3,100
315
$50K 0.01%
1,970
316
$50K 0.01%
1,970
317
$50K 0.01%
2,021
318
$49K 0.01%
1,000
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319
$49K 0.01%
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320
$48K 0.01%
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321
$48K 0.01%
333
322
$47K 0.01%
1,381
323
$47K 0.01%
275
324
$46K 0.01%
931
325
$45K 0.01%
2,247
11 12
13
14 15