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
451
$12K ﹤0.01%
200
-150
452
$12K ﹤0.01%
620
453
$12K ﹤0.01%
112
454
$11K ﹤0.01%
160
455
$11K ﹤0.01%
+464
456
$11K ﹤0.01%
253
-400
457
$11K ﹤0.01%
+150
458
$11K ﹤0.01%
258
459
$11K ﹤0.01%
1,800
460
$11K ﹤0.01%
150
461
$11K ﹤0.01%
150
462
$11K ﹤0.01%
265
463
$10K ﹤0.01%
202
464
$10K ﹤0.01%
126
465
$10K ﹤0.01%
580
466
$10K ﹤0.01%
298
+206
467
$10K ﹤0.01%
200
468
$9K ﹤0.01%
129
469
$9K ﹤0.01%
185
470
$9K ﹤0.01%
+190
471
$8K ﹤0.01%
90
472
$7K ﹤0.01%
210
473
$7K ﹤0.01%
200
474
$7K ﹤0.01%
180
-2,400
475
$7K ﹤0.01%
+100
17 18
19
20 21