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
$715M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$1.63M
3
+$1.23M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$853K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$665K

Top Sells

1
+$6.29M
2
+$4.17M
3
+$1.39M
4
UGI icon
UGI
UGI
+$1.31M
5
AMZN icon
Amazon
AMZN
+$656K

Sector Composition

1 Financials 16.58%
2 Healthcare 14.61%
3 Technology 14.16%
4 Consumer Discretionary 8.29%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$23K ﹤0.01%
480
402
$22K ﹤0.01%
897
403
$22K ﹤0.01%
500
404
$21K ﹤0.01%
2,500
+1,000
405
$21K ﹤0.01%
2,557
+310
406
$21K ﹤0.01%
314
407
$20K ﹤0.01%
920
408
$20K ﹤0.01%
1,250
409
$19K ﹤0.01%
1,200
-400
410
$19K ﹤0.01%
314
411
$19K ﹤0.01%
400
412
$19K ﹤0.01%
554
413
$18K ﹤0.01%
1,000
414
$18K ﹤0.01%
230
415
$17K ﹤0.01%
230
416
$17K ﹤0.01%
184
417
$17K ﹤0.01%
85
418
$17K ﹤0.01%
93
419
$16K ﹤0.01%
74
-50
420
$16K ﹤0.01%
1,500
421
$16K ﹤0.01%
165
+30
422
$16K ﹤0.01%
240
423
$16K ﹤0.01%
200
424
$16K ﹤0.01%
275
425
$16K ﹤0.01%
75
-4
15 16
17
18 19