BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+3.71%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$622M
AUM Growth
+$15.6M
(+2.6%)
Cap. Flow
-$3.02M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
29.84%
Holding
528
New
29
Increased
42
Reduced
117
Closed
46
Top Buys
| 1 |
Visa
V
|
$7.62M |
| 2 |
Manulife Financial
MFC
|
$6.42M |
| 3 |
Healthcare Realty
HR
|
$3.07M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.73M |
| 5 |
JetBlue
JBLU
|
$2.14M |
Top Sells
| 1 |
PayPal
PYPL
|
$6.95M |
| 2 |
American International
AIG
|
$6.24M |
| 3 |
SIVB
SVB Financial Group
SIVB
|
$3.76M |
| 4 |
Vanguard Total Bond Market
BND
|
$2.06M |
| 5 |
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% |
