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
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$7.62M
2 +$6.42M
3 +$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1 +$6.95M
2 +$6.24M
3 +$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$15K ﹤0.01%
205
402
$15K ﹤0.01%
522
403
$15K ﹤0.01%
250
404
$15K ﹤0.01%
1,900
405
$14K ﹤0.01%
315
406
$14K ﹤0.01%
2,500
407
$14K ﹤0.01%
314
408
$14K ﹤0.01%
500
409
$14K ﹤0.01%
288
410
$14K ﹤0.01%
1,500
411
$13K ﹤0.01%
1,000
412
$13K ﹤0.01%
1,500
413
$13K ﹤0.01%
1,000
414
$12K ﹤0.01%
120
415
$12K ﹤0.01%
258
416
$12K ﹤0.01%
+138
417
$11K ﹤0.01%
160
418
$11K ﹤0.01%
135
419
$11K ﹤0.01%
1,000
420
$11K ﹤0.01%
202
+1
421
$11K ﹤0.01%
200
422
$11K ﹤0.01%
250
423
$10K ﹤0.01%
+157
424
$10K ﹤0.01%
300
425
$10K ﹤0.01%
+92