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

Top Buys

1 +$4.95M
2 +$4.94M
3 +$2.51M
4
HPQ icon
HP
HPQ
+$2.26M
5
DHR icon
Danaher
DHR
+$2.09M

Top Sells

1 +$7.08M
2 +$3.29M
3 +$2.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.27M

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
426
$16K ﹤0.01%
1,023
427
$16K ﹤0.01%
275
428
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800
429
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400
430
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+1,000
431
$15K ﹤0.01%
925
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120
433
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1,500
434
$15K ﹤0.01%
93
435
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350
436
$14K ﹤0.01%
372
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$14K ﹤0.01%
300
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99
439
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5,000
441
$13K ﹤0.01%
200
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$13K ﹤0.01%
500
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$13K ﹤0.01%
699
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$13K ﹤0.01%
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110
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$12K ﹤0.01%
160
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$12K ﹤0.01%
135
448
$12K ﹤0.01%
2,500
449
$12K ﹤0.01%
140
450
$12K ﹤0.01%
201