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
$643M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.86M
3 +$1.74M
4
COP icon
ConocoPhillips
COP
+$1.52M
5
V icon
Visa
V
+$1.51M

Top Sells

1 +$7.89M
2 +$3.54M
3 +$2.7M
4
URI icon
United Rentals
URI
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$741K

Sector Composition

1 Financials 17.73%
2 Consumer Discretionary 12.38%
3 Healthcare 11.73%
4 Technology 10.69%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$20K ﹤0.01%
400
402
$20K ﹤0.01%
450
403
$20K ﹤0.01%
325
-33
404
$19K ﹤0.01%
897
405
$19K ﹤0.01%
+720
406
$19K ﹤0.01%
500
407
$19K ﹤0.01%
2,160
408
$18K ﹤0.01%
1,000
409
$18K ﹤0.01%
190
410
$18K ﹤0.01%
350
411
$18K ﹤0.01%
1,000
412
$18K ﹤0.01%
250
413
$17K ﹤0.01%
150
414
$17K ﹤0.01%
314
415
$17K ﹤0.01%
184
416
$17K ﹤0.01%
275
417
$17K ﹤0.01%
800
418
$17K ﹤0.01%
+314
419
$16K ﹤0.01%
300
420
$16K ﹤0.01%
1,000
421
$16K ﹤0.01%
1,500
422
$16K ﹤0.01%
+230
423
$16K ﹤0.01%
240
424
$16K ﹤0.01%
1,023
425
$16K ﹤0.01%
110