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
376
$20K ﹤0.01%
250
377
$20K ﹤0.01%
+500
378
$19K ﹤0.01%
1,000
379
$19K ﹤0.01%
196
380
$19K ﹤0.01%
+400
381
$19K ﹤0.01%
400
382
$18K ﹤0.01%
400
383
$18K ﹤0.01%
1,600
384
$18K ﹤0.01%
192
385
$17K ﹤0.01%
500
386
$17K ﹤0.01%
223
-37
387
$17K ﹤0.01%
700
388
$17K ﹤0.01%
1,800
-213
389
$17K ﹤0.01%
1,500
390
$17K ﹤0.01%
500
391
$17K ﹤0.01%
350
392
$17K ﹤0.01%
300
393
$16K ﹤0.01%
+150
394
$16K ﹤0.01%
450
395
$16K ﹤0.01%
1,023
396
$16K ﹤0.01%
750
397
$16K ﹤0.01%
800
398
$16K ﹤0.01%
1,335
-3,000
399
$16K ﹤0.01%
177
400
$15K ﹤0.01%
1,000
14 15
16
17 18