BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+22.08%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$682M
AUM Growth
+$110M
(+19%)
Cap. Flow
-$2.71M
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
37.86%
Holding
568
New
14
Increased
58
Reduced
131
Closed
31
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$5.3M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.59M |
| 3 |
TJX Companies
TJX
|
$3.27M |
| 4 |
SPDR Gold Trust
GLD
|
$1.51M |
| 5 |
Intel
INTC
|
$1.28M |
Top Sells
| 1 |
AvalonBay Communities
AVB
|
$7.12M |
| 2 |
Hexcel
HXL
|
$4.04M |
| 3 |
PayPal
PYPL
|
$958K |
| 4 |
Humana
HUM
|
$796K |
| 5 |
Blackstone
BX
|
$752K |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Healthcare | 15.32% |
| 3 | Financials | 15.13% |
| 4 | Consumer Discretionary | 9.33% |
| 5 | Communication Services | 8.23% |
