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
$715M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$1.63M
3
+$1.23M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$853K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$665K

Top Sells

1
+$6.29M
2
+$4.17M
3
+$1.39M
4
UGI icon
UGI
UGI
+$1.31M
5
AMZN icon
Amazon
AMZN
+$656K

Sector Composition

1 Financials 16.58%
2 Healthcare 14.61%
3 Technology 14.16%
4 Consumer Discretionary 8.29%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$39K 0.01%
1,050
352
$38K 0.01%
2,535
353
$38K 0.01%
2,000
354
$37K 0.01%
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355
$37K 0.01%
434
356
$37K 0.01%
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357
$37K 0.01%
192
358
$36K 0.01%
225
359
$36K 0.01%
+2,500
360
$34K ﹤0.01%
260
361
$34K ﹤0.01%
428
362
$34K ﹤0.01%
1,000
363
$33K ﹤0.01%
560
364
$33K ﹤0.01%
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365
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300
366
$31K ﹤0.01%
3,500
367
$31K ﹤0.01%
500
368
$31K ﹤0.01%
350
369
$31K ﹤0.01%
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370
$30K ﹤0.01%
200
371
$30K ﹤0.01%
1,190
372
$30K ﹤0.01%
373
-51
373
$30K ﹤0.01%
484
374
$29K ﹤0.01%
1,425
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375
$29K ﹤0.01%
343
13 14
15
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