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
451
$11K ﹤0.01%
258
452
$11K ﹤0.01%
1,800
453
$11K ﹤0.01%
620
454
$11K ﹤0.01%
+300
455
$11K ﹤0.01%
265
-215
456
$10K ﹤0.01%
+50
457
$10K ﹤0.01%
150
458
$10K ﹤0.01%
580
459
$10K ﹤0.01%
126
460
$10K ﹤0.01%
202
461
$10K ﹤0.01%
185
462
$10K ﹤0.01%
135
463
$9K ﹤0.01%
230
464
$9K ﹤0.01%
103
465
$9K ﹤0.01%
129
466
$8K ﹤0.01%
621
-25
467
$8K ﹤0.01%
200
468
$7K ﹤0.01%
31
469
$7K ﹤0.01%
200
470
$7K ﹤0.01%
90
-21
471
$6K ﹤0.01%
25
472
$6K ﹤0.01%
210
473
$6K ﹤0.01%
200
474
$6K ﹤0.01%
496
475
$5K ﹤0.01%
225
17 18
19
20 21