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
351
$27K ﹤0.01%
700
352
$27K ﹤0.01%
2,062
-691
353
$27K ﹤0.01%
700
-10,100
354
$26K ﹤0.01%
1,500
355
$26K ﹤0.01%
2,000
356
$25K ﹤0.01%
900
357
$24K ﹤0.01%
333
358
$24K ﹤0.01%
975
+225
359
$24K ﹤0.01%
1,000
360
$24K ﹤0.01%
975
361
$23K ﹤0.01%
734
362
$23K ﹤0.01%
500
363
$23K ﹤0.01%
1,264
-140
364
$23K ﹤0.01%
350
-100
365
$23K ﹤0.01%
358
-133
366
$22K ﹤0.01%
1,500
367
$22K ﹤0.01%
286
368
$22K ﹤0.01%
4,500
369
$21K ﹤0.01%
1,500
370
$21K ﹤0.01%
275
371
$21K ﹤0.01%
250
-1,996
372
$21K ﹤0.01%
380
373
$21K ﹤0.01%
50
374
$20K ﹤0.01%
280
375
$20K ﹤0.01%
750
13 14
15
16 17