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
301
$55K 0.01%
2,000
302
$54K 0.01%
1,125
303
$54K 0.01%
226
+86
304
$54K 0.01%
1,520
305
$54K 0.01%
1,250
306
$54K 0.01%
+359
307
$53K 0.01%
1,500
308
$53K 0.01%
1,460
309
$51K 0.01%
2,592
310
$51K 0.01%
700
311
$51K 0.01%
3,100
312
$50K 0.01%
981
313
$50K 0.01%
275
314
$50K 0.01%
1,995
315
$50K 0.01%
1,970
316
$50K 0.01%
1,970
317
$50K 0.01%
2,021
318
$49K 0.01%
+250
319
$48K 0.01%
+767
320
$47K 0.01%
931
321
$47K 0.01%
1,097
322
$47K 0.01%
125
-75
323
$47K 0.01%
1,680
324
$46K 0.01%
1,480
-1,520
325
$46K 0.01%
1,381
11 12
13
14 15