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
326
$45K 0.01%
2,247
327
$44K 0.01%
430
-45
328
$44K 0.01%
619
+100
329
$44K 0.01%
560
330
$44K 0.01%
+150
331
$43K 0.01%
300
-131
332
$42K 0.01%
829
333
$42K 0.01%
1,520
334
$42K 0.01%
300
335
$41K 0.01%
708
336
$40K 0.01%
+784
337
$40K 0.01%
2,290
338
$39K 0.01%
247
+75
339
$39K 0.01%
400
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340
$38K 0.01%
3,000
341
$37K 0.01%
434
342
$37K 0.01%
294
343
$37K 0.01%
1,000
344
$37K 0.01%
320
345
$36K 0.01%
890
346
$36K 0.01%
3,500
347
$35K 0.01%
428
348
$35K 0.01%
343
349
$34K 0.01%
50
350
$34K 0.01%
115
12 13
14
15 16