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
401
$35K ﹤0.01%
480
402
$35K ﹤0.01%
400
403
$34K ﹤0.01%
714
404
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450
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300
406
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400
407
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409
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85
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$31K ﹤0.01%
376
411
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420
412
$31K ﹤0.01%
144
413
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1,000
415
$31K ﹤0.01%
373
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$31K ﹤0.01%
300
417
$31K ﹤0.01%
1,000
418
$30K ﹤0.01%
400
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181
420
$30K ﹤0.01%
454
-27
421
$30K ﹤0.01%
2,500
422
$30K ﹤0.01%
175
423
$29K ﹤0.01%
+800
424
$29K ﹤0.01%
195
+60
425
$29K ﹤0.01%
535
+35