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
$715M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$1.63M
3
+$1.23M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$853K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$665K

Top Sells

1
+$6.29M
2
+$4.17M
3
+$1.39M
4
UGI icon
UGI
UGI
+$1.31M
5
AMZN icon
Amazon
AMZN
+$656K

Sector Composition

1 Financials 16.58%
2 Healthcare 14.61%
3 Technology 14.16%
4 Consumer Discretionary 8.29%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
+425
477
$5K ﹤0.01%
+27
478
$5K ﹤0.01%
30
479
$5K ﹤0.01%
+250
480
$5K ﹤0.01%
350
-39,585
481
$5K ﹤0.01%
+25
482
$5K ﹤0.01%
+255
483
$5K ﹤0.01%
22
-11
484
$5K ﹤0.01%
100
-23
485
$5K ﹤0.01%
545
486
$4K ﹤0.01%
+270
487
$4K ﹤0.01%
+840
488
$4K ﹤0.01%
+155
489
$4K ﹤0.01%
+108
490
$4K ﹤0.01%
+100
491
$4K ﹤0.01%
29
492
$4K ﹤0.01%
+800
493
$4K ﹤0.01%
120
-50
494
$4K ﹤0.01%
+68
495
$4K ﹤0.01%
396
496
$4K ﹤0.01%
50
497
$3K ﹤0.01%
28
-16
498
$3K ﹤0.01%
+25
499
$3K ﹤0.01%
36
500
$3K ﹤0.01%
44
18 19
20
21 22