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
26
$9.29M 1.3%
221,644
+59,800
27
$9.13M 1.28%
171,095
+4,501
28
$8.66M 1.21%
145,060
+3,000
29
$8.27M 1.16%
97,280
-4,446
30
$8.04M 1.13%
312,184
+87,875
31
$8.02M 1.12%
23,190
+566
32
$7.29M 1.02%
75,682
+21,694
33
$7.21M 1.01%
45,238
+3,991
34
$7.2M 1.01%
106,352
+300
35
$7.05M 0.99%
38,944
+1,494
36
$6.84M 0.96%
35,004
+328
37
$6.37M 0.89%
112,891
38
$5.94M 0.83%
58,386
+357
39
$5.77M 0.81%
87,618
-744
40
$5.7M 0.8%
19,473
-385
41
$5.56M 0.78%
311,115
+4,995
42
$5.46M 0.76%
39,522
+1,742
43
$5.38M 0.75%
39,513
+670
44
$5.35M 0.75%
58,440
+1,300
45
$5.18M 0.73%
33,052
+31,536
46
$5.15M 0.72%
29,576
+1,526
47
$4.95M 0.69%
+70,155
48
$4.91M 0.69%
43,539
-4,050
49
$4.26M 0.6%
63,471
+2,350
50
$4.14M 0.58%
51,884
-655
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