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
$915M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.5M
3
+$3.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.4M
5
CVX icon
Chevron
CVX
+$1.56M

Top Sells

1
+$9.86M
2
+$6.87M
3
+$1.72M
4
BX icon
Blackstone
BX
+$1.69M
5
PEP icon
PepsiCo
PEP
+$1.38M

Sector Composition

1 Technology 18.56%
2 Financials 16.24%
3 Healthcare 11.84%
4 Communication Services 9.59%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$65K 0.01%
150
+90
327
$64K 0.01%
1,335
328
$64K 0.01%
2,000
329
$64K 0.01%
1,600
330
$62K 0.01%
2,390
331
$62K 0.01%
1,520
332
$61K 0.01%
570
-100
333
$61K 0.01%
463
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334
$61K 0.01%
225
335
$61K 0.01%
2,025
336
$61K 0.01%
498
337
$60K 0.01%
1,300
338
$59K 0.01%
2,500
339
$58K 0.01%
300
340
$57K 0.01%
358
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341
$57K 0.01%
637
342
$57K 0.01%
1,009
343
$56K 0.01%
2,315
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344
$55K 0.01%
2,780
345
$55K 0.01%
200
346
$55K 0.01%
175
347
$54K 0.01%
286
348
$54K 0.01%
309
349
$53K 0.01%
2,469
350
$53K 0.01%
400
12 13
14
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