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
26
$8.47M 1.36%
104,939
+13,206
27
$8.45M 1.36%
188,879
+8,105
28
$8.18M 1.31%
87,175
+81,252
29
$8.14M 1.31%
138,049
-1,028
30
$7.56M 1.22%
39,323
-45
31
$7.08M 1.14%
65,009
+14,235
32
$7.05M 1.13%
157,760
+4,700
33
$6.59M 1.06%
72,753
-6,793
34
$6.42M 1.03%
+342,405
35
$5.97M 0.96%
122,032
+1,352
36
$5.92M 0.95%
89,912
-14,365
37
$5.69M 0.92%
48,224
-5,813
38
$5.57M 0.89%
123,941
39
$5.33M 0.86%
46,979
+24,105
40
$5.22M 0.84%
39,449
-1,875
41
$5.1M 0.82%
60,411
-5,546
42
$5.04M 0.81%
34,488
-268
43
$4.91M 0.79%
20,167
+347
44
$4.69M 0.75%
37,548
+2,450
45
$4.21M 0.68%
15,147
+3,598
46
$3.91M 0.63%
25,895
+100
47
$3.7M 0.6%
162,095
+93,510
48
$3.45M 0.56%
38,483
+10,900
49
$3.41M 0.55%
54,645
+10,175
50
$3.12M 0.5%
41,662
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