BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+1.78%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$1.45B
AUM Growth
-$19.3M
(-1.3%)
Cap. Flow
-$31.4M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
41.39%
Holding
1,083
New
4
Increased
67
Reduced
126
Closed
845
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
+$39.5M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$15.8M |
| 3 |
Ulta Beauty
ULTA
|
+$8.16M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$8.1M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$5.43M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$8.29M |
| 2 |
DoubleLine Commercial Real Estate ETF
DCRE
|
+$5.94M |
| 3 |
Charles River Laboratories
CRL
|
+$4.19M |
| 4 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$3.45M |
| 5 |
Global X Emerging Markets Bond ETF
EMBD
|
+$2.73M |
Sector Composition
| 1 | Technology | 28.92% |
| 2 | Financials | 13% |
| 3 | Healthcare | 8.19% |
| 4 | Industrials | 7.47% |
| 5 | Consumer Discretionary | 7.41% |
