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
376
$28K ﹤0.01%
1,000
377
$28K ﹤0.01%
210
378
$28K ﹤0.01%
243
379
$27K ﹤0.01%
250
380
$26K ﹤0.01%
1,600
381
$26K ﹤0.01%
484
382
$26K ﹤0.01%
5,000
383
$26K ﹤0.01%
900
384
$25K ﹤0.01%
333
385
$25K ﹤0.01%
416
386
$25K ﹤0.01%
1,500
387
$24K ﹤0.01%
1,500
388
$24K ﹤0.01%
+2,600
389
$24K ﹤0.01%
330
390
$24K ﹤0.01%
2,094
391
$24K ﹤0.01%
90
392
$23K ﹤0.01%
230
393
$23K ﹤0.01%
287
394
$23K ﹤0.01%
650
395
$22K ﹤0.01%
897
396
$22K ﹤0.01%
1,000
397
$21K ﹤0.01%
400
398
$21K ﹤0.01%
450
399
$21K ﹤0.01%
918
400
$21K ﹤0.01%
255
14 15
16
17 18