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
426
$16K ﹤0.01%
5,000
427
$15K ﹤0.01%
+230
428
$15K ﹤0.01%
+925
429
$15K ﹤0.01%
500
430
$15K ﹤0.01%
223
431
$15K ﹤0.01%
1,500
432
$15K ﹤0.01%
+200
433
$15K ﹤0.01%
400
434
$14K ﹤0.01%
93
435
$14K ﹤0.01%
220
436
$14K ﹤0.01%
1,000
437
$13K ﹤0.01%
160
438
$13K ﹤0.01%
2,500
439
$13K ﹤0.01%
120
440
$13K ﹤0.01%
+300
441
$13K ﹤0.01%
699
442
$13K ﹤0.01%
99
-201
443
$12K ﹤0.01%
+372
444
$12K ﹤0.01%
140
445
$12K ﹤0.01%
201
446
$12K ﹤0.01%
112
447
$12K ﹤0.01%
150
448
$11K ﹤0.01%
160
449
$11K ﹤0.01%
200
450
$11K ﹤0.01%
100
-1,610