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
$643M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.86M
3 +$1.74M
4
COP icon
ConocoPhillips
COP
+$1.52M
5
V icon
Visa
V
+$1.51M

Top Sells

1 +$7.89M
2 +$3.54M
3 +$2.7M
4
URI icon
United Rentals
URI
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$741K

Sector Composition

1 Financials 17.73%
2 Consumer Discretionary 12.38%
3 Healthcare 11.73%
4 Technology 10.69%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$26K ﹤0.01%
400
377
$25K ﹤0.01%
550
378
$25K ﹤0.01%
+416
379
$25K ﹤0.01%
225
380
$25K ﹤0.01%
+1,000
381
$25K ﹤0.01%
210
382
$25K ﹤0.01%
+484
383
$24K ﹤0.01%
287
384
$24K ﹤0.01%
650
385
$23K ﹤0.01%
500
386
$23K ﹤0.01%
1,500
387
$23K ﹤0.01%
330
388
$23K ﹤0.01%
1,600
389
$23K ﹤0.01%
286
390
$23K ﹤0.01%
300
391
$23K ﹤0.01%
2,094
392
$23K ﹤0.01%
900
393
$22K ﹤0.01%
918
394
$22K ﹤0.01%
230
395
$22K ﹤0.01%
975
396
$22K ﹤0.01%
+90
397
$21K ﹤0.01%
255
398
$21K ﹤0.01%
1,500
399
$21K ﹤0.01%
200
400
$21K ﹤0.01%
350