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
$714M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.64M
3
+$2.55M
4
HPQ icon
HP
HPQ
+$2.12M
5
DHR icon
Danaher
DHR
+$1.98M

Top Sells

1
+$7.08M
2
+$3.29M
3
+$1.97M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.67M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.29M

Sector Composition

1 Financials 17.65%
2 Healthcare 13.01%
3 Consumer Discretionary 11.86%
4 Technology 11.83%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20K ﹤0.01%
+1,125
402
$20K ﹤0.01%
325
403
$19K ﹤0.01%
184
404
$19K ﹤0.01%
+200
405
$19K ﹤0.01%
1,000
406
$19K ﹤0.01%
2,160
407
$19K ﹤0.01%
248
+25
408
$18K ﹤0.01%
270
-30
409
$18K ﹤0.01%
200
410
$18K ﹤0.01%
1,500
-1,500
411
$18K ﹤0.01%
150
-250
412
$18K ﹤0.01%
150
413
$18K ﹤0.01%
720
414
$18K ﹤0.01%
314
415
$18K ﹤0.01%
+480
416
$17K ﹤0.01%
1,000
417
$17K ﹤0.01%
1,500
418
$17K ﹤0.01%
230
419
$17K ﹤0.01%
240
420
$17K ﹤0.01%
314
421
$17K ﹤0.01%
+227
422
$17K ﹤0.01%
+245
423
$17K ﹤0.01%
250
424
$16K ﹤0.01%
300
425
$16K ﹤0.01%
230
15 16
17
18 19