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
476
$18K ﹤0.01%
417
477
$18K ﹤0.01%
1,000
478
$18K ﹤0.01%
33
479
$17K ﹤0.01%
317
480
$17K ﹤0.01%
230
481
$17K ﹤0.01%
251
482
$17K ﹤0.01%
465
-100
483
$17K ﹤0.01%
200
484
$17K ﹤0.01%
337
485
$17K ﹤0.01%
400
486
$16K ﹤0.01%
235
-9
487
$16K ﹤0.01%
1,000
488
$16K ﹤0.01%
200
489
$16K ﹤0.01%
200
490
$16K ﹤0.01%
124
491
$16K ﹤0.01%
+300
492
$16K ﹤0.01%
550
493
$16K ﹤0.01%
1,500
494
$15K ﹤0.01%
75
+26
495
$15K ﹤0.01%
75
496
$15K ﹤0.01%
112
497
$15K ﹤0.01%
200
-275
498
$14K ﹤0.01%
+1,000
499
$14K ﹤0.01%
318
+170
500
$14K ﹤0.01%
90
18 19
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