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
351
$35K ﹤0.01%
+187
352
$34K ﹤0.01%
1,000
353
$34K ﹤0.01%
225
354
$33K ﹤0.01%
+300
355
$32K ﹤0.01%
85
356
$32K ﹤0.01%
200
357
$31K ﹤0.01%
660
358
$31K ﹤0.01%
150
359
$31K ﹤0.01%
1,856
360
$31K ﹤0.01%
593
361
$31K ﹤0.01%
343
362
$30K ﹤0.01%
1,000
363
$30K ﹤0.01%
690
364
$30K ﹤0.01%
300
365
$30K ﹤0.01%
+2,500
366
$30K ﹤0.01%
1,000
367
$30K ﹤0.01%
+312
368
$29K ﹤0.01%
500
369
$29K ﹤0.01%
511
370
$29K ﹤0.01%
225
371
$29K ﹤0.01%
350
372
$29K ﹤0.01%
1,190
+215
373
$28K ﹤0.01%
925
374
$28K ﹤0.01%
+10,000
375
$28K ﹤0.01%
400
13 14
15
16 17