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
326
$45K 0.01%
300
327
$45K 0.01%
1,065
+175
328
$45K 0.01%
2,247
329
$44K 0.01%
430
330
$44K 0.01%
214
+164
331
$43K 0.01%
+400
332
$43K 0.01%
560
333
$42K 0.01%
549
-70
334
$42K 0.01%
320
335
$42K 0.01%
3,500
336
$41K 0.01%
9,300
337
$41K 0.01%
+610
338
$41K 0.01%
560
339
$40K 0.01%
434
340
$40K 0.01%
+1,616
341
$40K 0.01%
829
342
$40K 0.01%
405
+185
343
$39K 0.01%
+360
344
$38K 0.01%
185
345
$37K 0.01%
115
346
$36K 0.01%
428
347
$36K 0.01%
1,600
348
$36K 0.01%
202
349
$35K ﹤0.01%
294
350
$35K ﹤0.01%
2,290
12 13
14
15 16