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
$915M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.5M
3
+$3.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.4M
5
CVX icon
Chevron
CVX
+$1.56M

Top Sells

1
+$9.86M
2
+$6.87M
3
+$1.72M
4
BX icon
Blackstone
BX
+$1.69M
5
PEP icon
PepsiCo
PEP
+$1.38M

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%
353
-62
383
$40K ﹤0.01%
750
384
$40K ﹤0.01%
386
385
$40K ﹤0.01%
3,000
386
$40K ﹤0.01%
635
387
$40K ﹤0.01%
5,000
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%
453
+170
397
$35K ﹤0.01%
660
398
$35K ﹤0.01%
302
399
$35K ﹤0.01%
201
400
$35K ﹤0.01%
200
14 15
16
17 18