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
451
$24K ﹤0.01%
97
452
$24K ﹤0.01%
1,683
+350
453
$24K ﹤0.01%
650
454
$24K ﹤0.01%
266
455
$23K ﹤0.01%
333
456
$23K ﹤0.01%
600
457
$23K ﹤0.01%
197
458
$23K ﹤0.01%
15
459
$23K ﹤0.01%
300
460
$23K ﹤0.01%
314
461
$23K ﹤0.01%
620
+10
462
$23K ﹤0.01%
+600
463
$22K ﹤0.01%
269
464
$22K ﹤0.01%
240
465
$22K ﹤0.01%
372
466
$21K ﹤0.01%
350
467
$21K ﹤0.01%
+266
468
$21K ﹤0.01%
85
469
$21K ﹤0.01%
6
470
$20K ﹤0.01%
1,500
471
$20K ﹤0.01%
318
+170
472
$19K ﹤0.01%
600
473
$19K ﹤0.01%
314
474
$19K ﹤0.01%
131
475
$19K ﹤0.01%
544