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
376
$29K ﹤0.01%
134
-25
377
$28K ﹤0.01%
185
-450
378
$28K ﹤0.01%
445
+50
379
$27K ﹤0.01%
333
380
$27K ﹤0.01%
418
381
$27K ﹤0.01%
918
382
$27K ﹤0.01%
200
383
$27K ﹤0.01%
1,800
384
$27K ﹤0.01%
2,094
385
$27K ﹤0.01%
90
386
$27K ﹤0.01%
900
387
$26K ﹤0.01%
150
388
$26K ﹤0.01%
400
389
$26K ﹤0.01%
990
390
$26K ﹤0.01%
200
-105
391
$25K ﹤0.01%
205
392
$25K ﹤0.01%
200
393
$25K ﹤0.01%
+2,600
394
$24K ﹤0.01%
400
395
$24K ﹤0.01%
1,500
396
$24K ﹤0.01%
330
397
$24K ﹤0.01%
400
398
$23K ﹤0.01%
894
399
$23K ﹤0.01%
450
400
$23K ﹤0.01%
287
14 15
16
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