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
426
$29K ﹤0.01%
357
427
$29K ﹤0.01%
231
428
$29K ﹤0.01%
1,500
429
$29K ﹤0.01%
560
430
$29K ﹤0.01%
100
431
$28K ﹤0.01%
1,500
432
$28K ﹤0.01%
2,600
433
$28K ﹤0.01%
97
+4
434
$28K ﹤0.01%
175
435
$27K ﹤0.01%
39
-245
436
$27K ﹤0.01%
847
437
$27K ﹤0.01%
780
438
$27K ﹤0.01%
800
439
$26K ﹤0.01%
516
-2,260
440
$26K ﹤0.01%
395
-60
441
$26K ﹤0.01%
259
442
$26K ﹤0.01%
800
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$26K ﹤0.01%
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-477
444
$26K ﹤0.01%
2,500
-3,000
445
$25K ﹤0.01%
920
446
$25K ﹤0.01%
33
447
$25K ﹤0.01%
317
-400
448
$25K ﹤0.01%
1,400
449
$24K ﹤0.01%
350
450
$24K ﹤0.01%
287
16 17
18
19 20