BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$915M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.55M
3
+$3.2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.38M
5
CVX icon
Chevron
CVX
+$1.57M

Top Sells

1
+$9.95M
2
+$6.94M
3
+$1.82M
4
BX icon
Blackstone
BX
+$1.54M
5
PEP icon
PepsiCo
PEP
+$1.35M

Sector Composition

1 Technology 18.56%
2 Financials 16.24%
3 Healthcare 11.84%
4 Communication Services 9.59%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$43K ﹤0.01%
220
+75
377
$43K ﹤0.01%
362
378
$42K ﹤0.01%
621
379
$41K ﹤0.01%
750
380
$41K ﹤0.01%
592
381
$41K ﹤0.01%
1,024
+80
382
$40K ﹤0.01%
750
383
$40K ﹤0.01%
353
-62
384
$40K ﹤0.01%
5,000
385
$40K ﹤0.01%
386
386
$40K ﹤0.01%
3,000
387
$40K ﹤0.01%
635
388
$39K ﹤0.01%
+600
389
$39K ﹤0.01%
505
390
$37K ﹤0.01%
1,155
391
$37K ﹤0.01%
1,033
392
$37K ﹤0.01%
+2,000
393
$36K ﹤0.01%
360
394
$36K ﹤0.01%
1,000
395
$36K ﹤0.01%
2,094
396
$35K ﹤0.01%
660
397
$35K ﹤0.01%
302
398
$35K ﹤0.01%
201
399
$35K ﹤0.01%
1,083
+407
400
$35K ﹤0.01%
200
14 15
16
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