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
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.42M
3
+$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1
+$6.95M
2
+$6.24M
3
+$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
100
452
$3K ﹤0.01%
100
453
$3K ﹤0.01%
+50
454
$3K ﹤0.01%
34
455
$3K ﹤0.01%
175
+50
456
$3K ﹤0.01%
+140
457
$3K ﹤0.01%
46
-186
458
$2K ﹤0.01%
60
-20
459
$2K ﹤0.01%
120
460
$2K ﹤0.01%
30
461
$2K ﹤0.01%
45
462
$1K ﹤0.01%
12
463
$1K ﹤0.01%
37
464
$1K ﹤0.01%
100
465
$1K ﹤0.01%
12
466
$1K ﹤0.01%
3,250
467
$1K ﹤0.01%
115
468
$1K ﹤0.01%
15
469
$1K ﹤0.01%
7
-29
470
$1K ﹤0.01%
1,750
471
– –
-160
472
$0 ﹤0.01%
3
473
– –
-40
474
– –
-87
475
– –
-400
17 18
19
20 21