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
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.42M
3
+$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1
+$6.95M
2
+$6.24M
3
+$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$36K 0.01%
1,000
327
$36K 0.01%
330
-500
328
$36K 0.01%
1,650
329
$36K 0.01%
343
330
$35K 0.01%
300
331
$34K 0.01%
1,110
-18
332
$32K 0.01%
1,000
333
$32K 0.01%
100
334
$32K 0.01%
1,675
335
$31K 0.01%
1,218
336
$31K 0.01%
500
337
$31K 0.01%
515
-100
338
$31K 0.01%
593
339
$30K ﹤0.01%
140
-50
340
$30K ﹤0.01%
150
341
$30K ﹤0.01%
200
342
$29K ﹤0.01%
50
343
$29K ﹤0.01%
+8,000
344
$29K ﹤0.01%
800
345
$29K ﹤0.01%
950
+450
346
$29K ﹤0.01%
3,100
347
$28K ﹤0.01%
300
348
$28K ﹤0.01%
1,400
349
$28K ﹤0.01%
488
350
$27K ﹤0.01%
200
12 13
14
15 16